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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,810 |
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 | $41,363 | $95,274-56.6% | $135,903-69.6% | $74,419-44.4% |
| Participation rate | 78.8% | 78.2%+0.6pp | 81.9%-3.1pp | 70.7%+8.1pp |
| Annual return | 33.50% | 32.77%+0.7pp | 68.23%-34.7pp | 34.38%-0.9pp |
| Employer contribution / active EE | $2,379 | $3,874-38.6% | $4,856-51.0% | $2,637-9.8% |
| Participant deferral / active EE | $9,493 | $7,782+22.0% | $7,758+22.4% | $4,528+109.6% |
| Admin fee / account holder | $83 | $266-69.0% | $10,762-99.2% | $348-76.2% |