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 | $3,475 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,383 | $54,517-77.3% | $75,972-83.7% | $74,495-83.4% |
| Participation rate | 81.5% | 60.3%+21.2pp | 69.1%+12.4pp | 67.2%+14.3pp |
| Annual return | 10.97% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $915 | $1,777-48.5% | $2,685-65.9% | $2,623-65.1% |
| Participant deferral / active EE | $1,313 | $3,066-57.2% | $4,255-69.1% | $4,346-69.8% |
| Admin fee / account holder | $15 | $2,229-99.3% | $6,467-99.8% | $1,942-99.2% |