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 |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $21,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,984 | $76,050+2.5% | $96,544-19.2% | $71,457+9.1% |
| Participation rate | 74.1% | 74.4%-0.3pp | 76.0%-1.9pp | 67.9%+6.2pp |
| Annual return | 15.71% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,350 | $2,244-39.8% | $2,965-54.5% | $2,588-47.8% |
| Participant deferral / active EE | $4,141 | $4,215-1.8% | $4,851-14.6% | $4,289-3.5% |
| Admin fee / account holder | $169 | $2,707-93.8% | $8,252-98.0% | $1,587-89.4% |