Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,849 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,842 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,775 | $78,483+172.4% | $106,201+101.3% | $74,546+186.8% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 12.20% | 15.94%-3.7pp | 116.26%-104.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $9,221 | $2,522+265.7% | $3,170+190.9% | $2,624+251.4% |
| Participant deferral / active EE | $9,481 | $4,320+119.5% | $5,012+89.2% | $4,347+118.1% |
| Admin fee / account holder | $263 | $2,236-88.2% | $11,039-97.6% | $1,944-86.5% |