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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,432 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 55 5707 SOUTHWEST PKWY · SPRINGFIELD, UT 78735 | Other Commissions | $25,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,406 | $87,870-39.2% | $113,168-52.8% | $74,304-28.1% |
| Participation rate | 79.4% | 70.7%+8.6pp | 76.6%+2.8pp | 60.3%+19.0pp |
| Annual return | 12.66% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $864 | $2,277-62.1% | $2,975-71.0% | $2,241-61.5% |
| Participant deferral / active EE | $3,525 | $4,241-16.9% | $5,107-31.0% | $3,767-6.4% |
| Admin fee / account holder | $211 | $3,368-93.7% | $12,068-98.2% | $2,969-92.9% |