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 7-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 | $57,649 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,342 |
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 | $40,763 | $73,034-44.2% | $77,163-47.2% | $80,160-49.1% |
| Participation rate | 51.9% | 78.1%-26.2pp | 69.6%-17.6pp | 72.9%-21.0pp |
| Annual return | 15.90% | 18.56%-2.7pp | 37.87%-22.0pp | 40.38%-24.5pp |
| Employer contribution / active EE | $1,458 | $2,779-47.5% | $2,535-42.5% | $2,978-51.0% |
| Participant deferral / active EE | $2,264 | $4,140-45.3% | $3,833-40.9% | $5,017-54.9% |
| Admin fee / account holder | $153 | $104+47.4% | $5,472-97.2% | $145+5.5% |