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 10-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 | $21,437 |
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 | $37,531 | $65,561-42.8% | $86,188-56.5% | $75,163-50.1% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.0%+21.4pp | 67.2%+23.1pp |
| Annual return | 13.13% | 46.05%-32.9pp | 1168.45%-1155.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,684 | $1,553+8.4% | $2,380-29.3% | $2,670-36.9% |
| Participant deferral / active EE | $5,440 | $3,024+79.9% | $3,985+36.5% | $4,125+31.9% |
| Admin fee / account holder | $125 | $5,474-97.7% | $6,852-98.2% | $5,651-97.8% |