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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,865 |
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 | $100,533 | $59,417+69.2% | $93,606+7.4% | $74,495+35.0% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 11.57% | 81.83%-70.3pp | 133.20%-121.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,392 | $1,264+89.3% | $2,420-1.1% | $2,623-8.8% |
| Participant deferral / active EE | $6,235 | $3,050+104.4% | $4,411+41.4% | $4,346+43.5% |
| Admin fee / account holder | $134 | $3,021-95.6% | $8,285-98.4% | $1,942-93.1% |