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 | $21,546 |
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 | $43,186 | $59,417-27.3% | $93,606-53.9% | $74,495-42.0% |
| Participation rate | 89.5% | 59.7%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 13.40% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,786 | $1,264+41.4% | $2,420-26.2% | $2,623-31.9% |
| Participant deferral / active EE | $4,933 | $3,050+61.7% | $4,411+11.8% | $4,346+13.5% |
| Admin fee / account holder | $111 | $3,021-96.3% | $8,285-98.7% | $1,942-94.3% |