See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,245 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $8,295 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,447 | $131,799+23.3% | $200,582-19.0% | $85,563+89.9% |
| Participation rate | 95.7% | 87.9%+7.8pp | 86.9%+8.8pp | 66.0%+29.8pp |
| Annual return | 18.02% | 21.59%-3.6pp | 42.33%-24.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $7,645 | $4,532+68.7% | $6,419+19.1% | $2,654+188.1% |
| Participant deferral / active EE | $11,784 | $7,702+53.0% | $9,331+26.3% | $4,375+169.3% |
| Admin fee / account holder | $112 | $235-52.2% | $16,305-99.3% | $834-86.5% |