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 10-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 | $29,283 |
AMERICAN FUNDS4 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $22,105 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,747 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,895 | $41,078-2.9% | $80,569-50.5% | $71,457-44.2% |
| Participation rate | 94.3% | 50.2%+44.1pp | 67.0%+27.3pp | 67.9%+26.4pp |
| Annual return | 15.14% | 38.45%-23.3pp | 935.43%-920.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,528 | $1,506+1.5% | $2,723-43.9% | $2,588-41.0% |
| Participant deferral / active EE | $5,035 | $2,699+86.5% | $4,447+13.2% | $4,289+17.4% |
| Admin fee / account holder | $211 | $1,840-88.5% | $5,377-96.1% | $1,587-86.7% |