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 | $7,406 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,371 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,023 | $82,202-75.6% | $125,339-84.0% | $64,808-69.1% |
| Participation rate | 79.6% | 77.9%+1.7pp | 82.4%-2.8pp | 71.5%+8.1pp |
| Annual return | 3.82% | 3.48%+0.3pp | 572.05%-568.2pp | 32.82%-29.0pp |
| Employer contribution / active EE | $3,315 | $3,615-8.3% | $4,814-31.1% | $2,506+32.3% |
| Participant deferral / active EE | $5,205 | $7,175-27.5% | $7,446-30.1% | $4,310+20.8% |
| Admin fee / account holder | $29 | $163-82.1% | $10,010-99.7% | $188-84.4% |