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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,286 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $27,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,906 | $46,292-35.4% | $143,757-79.2% | $64,808-53.9% |
| Participation rate | 45.0% | 64.2%-19.2pp | 80.3%-35.3pp | 71.5%-26.5pp |
| Annual return | -16.94% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $680 | $1,910-64.4% | $4,951-86.3% | $2,506-72.8% |
| Participant deferral / active EE | $2,245 | $2,646-15.1% | $5,637-60.2% | $4,310-47.9% |
| Admin fee / account holder | $185 | $154+20.3% | $14,673-98.7% | $188-1.5% |