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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $73,547 |
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 | $29,589 | $46,292-36.1% | $143,757-79.4% | $64,808-54.3% |
| Participation rate | 89.2% | 64.2%+24.9pp | 80.3%+8.9pp | 71.5%+17.7pp |
| Annual return | -12.76% | -10.05%-2.7pp | -0.04%-12.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $3,368 | $1,910+76.4% | $4,951-32.0% | $2,506+34.4% |
| Participant deferral / active EE | $2,156 | $2,646-18.5% | $5,637-61.8% | $4,310-50.0% |
| Admin fee / account holder | $50 | $154-67.7% | $14,673-99.7% | $188-73.6% |