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 | $38,814 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,254 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $31,467 | $48,698-35.4% | $93,606-66.4% | $199,593-84.2% |
| Participation rate | 17.3% | 63.5%-46.2pp | 68.7%-51.4pp | 72.0%-54.6pp |
| Annual return | 15.40% | 15.34%+0.1pp | 133.20%-117.8pp | 34.25%-18.8pp |
| Employer contribution / active EE | $340 | $1,135-70.0% | $2,420-86.0% | $3,034-88.8% |
| Participant deferral / active EE | $651 | $2,817-76.9% | $4,411-85.2% | $5,087-87.2% |
| Admin fee / account holder | $190 | $195-2.4% | $8,285-97.7% | $269-29.2% |