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 9-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 | $24,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,858 |
Service code 13 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $1,675 |
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 | $56,270 | $84,487-33.4% | $125,339-55.1% | $66,914-15.9% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.7pp |
| Annual return | -14.73% | -8.39%-6.3pp | 572.05%-586.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,132 | $3,553-11.8% | $4,814-34.9% | $2,544+23.1% |
| Participant deferral / active EE | $11,676 | $6,781+72.2% | $7,446+56.8% | $4,237+175.6% |
| Admin fee / account holder | $195 | $685-71.6% | $10,010-98.1% | $593-67.2% |