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 | $39,788 |
Filed as: FIRST CITIZENS BANK AND TRUST CO Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,161 |
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 | $44,083 | $50,815-13.2% | $155,509-71.7% | $77,643-43.2% |
| Participation rate | 57.6% | 63.1%-5.6pp | 78.2%-20.6pp | 70.6%-13.0pp |
| Annual return | 14.96% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $915 | $1,993-54.1% | $4,672-80.4% | $2,726-66.4% |
| Participant deferral / active EE | $3,234 | $2,822+14.6% | $5,626-42.5% | $4,647-30.4% |
| Admin fee / account holder | $213 | $437-51.3% | $15,912-98.7% | $430-50.6% |