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 | $11,508 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | -$11,320 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,352 | $122,239+416.5% | $184,203+242.7% | $74,495+747.5% |
| Participation rate | 98.0% | 85.5%+12.6pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 14.40% | 19.95%-5.5pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $24,687 | $4,537+444.1% | $6,427+284.1% | $2,623+841.2% |
| Participant deferral / active EE | $24,689 | $7,139+245.9% | $9,131+170.4% | $4,346+468.1% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,901-99.8% | $1,942-98.5% |