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 | $45,573 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,546 |
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 | $35,472 | $99,078-64.2% | $96,544-63.3% | $74,419-52.3% |
| Participation rate | 91.1% | 80.7%+10.4pp | 76.0%+15.1pp | 70.7%+20.4pp |
| Annual return | 20.00% | 22.48%-2.5pp | 25.84%-5.8pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,304 | $2,570-49.3% | $2,965-56.0% | $2,637-50.5% |
| Participant deferral / active EE | $3,093 | $4,933-37.3% | $4,851-36.2% | $4,528-31.7% |
| Admin fee / account holder | $198 | $225-12.1% | $8,252-97.6% | $348-43.2% |