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) | $33,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,468 |
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 | $85,480 | $79,171+8.0% | $102,423-16.5% | $74,495+14.7% |
| Participation rate | 75.5% | 74.8%+0.7pp | 76.5%-1.0pp | 67.2%+8.3pp |
| Annual return | 13.22% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,441 | $2,362-39.0% | $3,023-52.3% | $2,623-45.1% |
| Participant deferral / active EE | $4,283 | $4,415-3.0% | $5,053-15.2% | $4,346-1.4% |
| Admin fee / account holder | $254 | $2,001-87.3% | $9,451-97.3% | $1,942-86.9% |