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 | $31,422 |
Filed as: FIRST CITIZENS BANK AND TRUST CO Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $28,336 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,469 |
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 | $38,100 | $47,126-19.2% | $149,673-74.5% | $74,419-48.8% |
| Participation rate | 47.5% | 63.4%-15.9pp | 78.8%-31.3pp | 70.7%-23.2pp |
| Annual return | 20.80% | 22.75%-1.9pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $668 | $1,905-65.0% | $4,818-86.1% | $2,637-74.7% |
| Participant deferral / active EE | $2,294 | $2,728-15.9% | $5,680-59.6% | $4,528-49.3% |
| Admin fee / account holder | $195 | $343-43.0% | $13,210-98.5% | $348-43.9% |