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 5-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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,574 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,459 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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 | $49,736 | $119,446-58.4% | $150,045-66.9% | $85,563-41.9% |
| Participation rate | 81.5% | 75.4%+6.0pp | 82.3%-0.9pp | 66.0%+15.5pp |
| Annual return | 17.81% | 23.72%-5.9pp | 62.55%-44.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,374 | $4,078-17.3% | $4,693-28.1% | $2,654+27.1% |
| Participant deferral / active EE | $6,906 | $7,985-13.5% | $7,997-13.6% | $4,375+57.8% |
| Admin fee / account holder | $159 | $548-70.9% | $13,435-98.8% | $834-80.9% |