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 | $67,576 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,497 |
Participant contribution per participant 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 | $60,106 | $104,919-42.7% | $116,228-48.3% | $85,563-29.8% |
| Participation rate | 76.3% | 78.6%-2.3pp | 74.6%+1.7pp | 66.0%+10.3pp |
| Annual return | 16.29% | 15.38%+0.9pp | 90.06%-73.8pp | 31.51%-15.2pp |
| Employer contribution / active EE | $7,713 | $3,485+121.3% | $2,994+157.6% | $2,654+190.7% |
| Participant deferral / active EE | $1,715 | $5,306-67.7% | $4,953-65.4% | $4,375-60.8% |
| Admin fee / account holder | $185 | $429-56.8% | $11,989-98.5% | $834-77.8% |