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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,646 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $17,294 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,560 | $81,625+6.0% | $167,512-48.3% | $74,304+16.5% |
| Participation rate | 98.3% | 60.0%+38.3pp | 77.1%+21.2pp | 60.3%+37.9pp |
| Annual return | 11.80% | 26.09%-14.3pp | 1615.79%-1604.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,334 | $2,010+16.1% | $3,882-39.9% | $2,241+4.1% |
| Participant deferral / active EE | $4,861 | $4,115+18.1% | $6,405-24.1% | $3,767+29.0% |
| Admin fee / account holder | $402 | $3,474-88.4% | $9,769-95.9% | $2,969-86.4% |