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 · EIN 84-0467907 | Recordkeeping Fees | $57,002 |
Filed as: PENSIONMARK FINANCIAL LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,500 |
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 | $47,059 | $81,908-42.5% | $90,749-48.1% | $64,808-27.4% |
| Participation rate | 78.0% | 80.5%-2.5pp | 75.7%+2.3pp | 71.5%+6.5pp |
| Annual return | -12.77% | -12.53%-0.2pp | -12.16%-0.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,041 | $3,065-33.4% | $2,921-30.1% | $2,506-18.6% |
| Participant deferral / active EE | $1,426 | $4,840-70.5% | $4,564-68.8% | $4,310-66.9% |
| Admin fee / account holder | $164 | $157+4.1% | $8,445-98.1% | $188-12.8% |