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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,373 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,292 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,532 |
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 | $52,484 | $59,417-11.7% | $93,606-43.9% | $74,495-29.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 9.11% | 81.83%-72.7pp | 133.20%-124.1pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,405 | $1,264+11.2% | $2,420-41.9% | $2,623-46.4% |
| Participant deferral / active EE | $4,802 | $3,050+57.4% | $4,411+8.9% | $4,346+10.5% |
| Admin fee / account holder | $350 | $3,021-88.4% | $8,285-95.8% | $1,942-82.0% |