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 | $48,631 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $47,033 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,964 | $57,610-49.7% | $154,803-81.3% | $102,872-71.8% |
| Participation rate | 45.4% | 59.5%-14.1pp | 78.1%-32.7pp | 73.0%-27.6pp |
| Annual return | 18.03% | 30.49%-12.5pp | 58.88%-40.8pp | 19.06%-1.0pp |
| Employer contribution / active EE | $1,075 | $1,883-42.9% | $4,305-75.0% | $3,526-69.5% |
| Participant deferral / active EE | $2,255 | $2,914-22.6% | $5,540-59.3% | $5,535-59.3% |
| Admin fee / account holder | $147 | $368-59.9% | $14,329-99.0% | $292-49.6% |