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 | $520 |
Employer contribution per participant 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 | $116,772 | $65,435+78.5% | $86,677+34.7% | $66,914+74.5% |
| Participation rate | 72.2% | 75.5%-3.3pp | 76.6%-4.4pp | 69.8%+2.4pp |
| Annual return | -15.34% | -10.89%-4.5pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $727 | $2,153-66.2% | $2,836-74.4% | $2,544-71.4% |
| Participant deferral / active EE | $5,595 | $4,100+36.5% | $4,656+20.2% | $4,237+32.1% |
| Admin fee / account holder | $5 | $642-99.2% | $7,493-99.9% | $593-99.1% |