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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,295 |
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 | $39,218 | $40,385-2.9% | $80,569-51.3% | $74,419-47.3% |
| Participation rate | 97.7% | 47.4%+50.3pp | 67.0%+30.7pp | 70.7%+27.0pp |
| Annual return | 17.74% | 164.85%-147.1pp | 935.43%-917.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,474 | $1,496-1.5% | $2,723-45.9% | $2,637-44.1% |
| Participant deferral / active EE | $2,387 | $2,674-10.8% | $4,447-46.3% | $4,528-47.3% |
| Admin fee / account holder | $18 | $720-97.5% | $5,377-99.7% | $348-94.8% |