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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,065 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $54,914 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $106,788 | $89,808+18.9% | $100,391+6.4% | $77,643+37.5% |
| Participation rate | 97.5% | 81.2%+16.3pp | 81.5%+16.0pp | 70.6%+26.9pp |
| Annual return | 18.88% | 20.62%-1.7pp | 49.20%-30.3pp | 31.24%-12.4pp |
| Employer contribution / active EE | $10,026 | $3,039+229.9% | $3,942+154.4% | $2,726+267.8% |
| Participant deferral / active EE | $14,639 | $8,284+76.7% | $8,082+81.1% | $4,647+215.0% |
| Admin fee / account holder | $107 | $174-38.8% | $7,899-98.6% | $430-75.2% |