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 | $5,308 |
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 | $135,457 | $52,406+158.5% | $129,207+4.8% | $74,495+81.8% |
| Participation rate | 81.9% | 53.8%+28.1pp | 69.6%+12.3pp | 67.2%+14.7pp |
| Annual return | 14.48% | 15.66%-1.2pp | 9417.33%-9402.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,842 | $1,531+20.3% | $4,153-55.7% | $2,623-29.8% |
| Participant deferral / active EE | $4,692 | $2,794+67.9% | $4,168+12.6% | $4,346+8.0% |
| Admin fee / account holder | $43 | $2,633-98.4% | $7,715-99.4% | $1,942-97.8% |