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 | $39,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,866 | $59,402+66.4% | $93,654+5.6% | $74,546+32.6% |
| Participation rate | 61.0% | 59.7%+1.3pp | 68.7%-7.7pp | 67.2%-6.2pp |
| Annual return | 9.93% | 81.86%-71.9pp | 133.34%-123.4pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,072 | $1,265-15.3% | $2,421-55.7% | $2,624-59.2% |
| Participant deferral / active EE | $3,303 | $3,049+8.3% | $4,413-25.1% | $4,347-24.0% |
| Admin fee / account holder | $401 | $3,023-86.7% | $8,282-95.2% | $1,944-79.4% |