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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,990 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $631 |
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 | $65,446 | $100,923-35.2% | $150,045-56.4% | $74,304-11.9% |
| Participation rate | 83.2% | 70.1%+13.1pp | 82.3%+0.9pp | 60.3%+22.9pp |
| Annual return | 16.53% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,452 | $3,463-58.1% | $4,693-69.1% | $2,241-35.2% |
| Participant deferral / active EE | $6,536 | $6,709-2.6% | $7,997-18.3% | $3,767+73.5% |
| Admin fee / account holder | $28 | $2,767-99.0% | $13,435-99.8% | $2,969-99.0% |