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 4-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 | $34,980 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,765 |
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 | $39,517 | $50,815-22.2% | $155,509-74.6% | $77,643-49.1% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.3pp |
| Annual return | 20.34% | 34.80%-14.5pp | 64.67%-44.3pp | 31.24%-10.9pp |
| Employer contribution / active EE | $4,591 | $1,993+130.4% | $4,672-1.7% | $2,726+68.4% |
| Participant deferral / active EE | $6,292 | $2,822+122.9% | $5,626+11.8% | $4,647+35.4% |
| Admin fee / account holder | $98 | $437-77.7% | $15,912-99.4% | $430-77.3% |