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 15 · EIN 84-0467907 | Recordkeeping | $1,487 |
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 | $116,508 | $65,061+79.1% | $143,757-19.0% | $66,914+74.1% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -13.43% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $4,473 | $2,361+89.5% | $4,951-9.6% | $2,544+75.8% |
| Participant deferral / active EE | $8,377 | $2,919+187.0% | $5,637+48.6% | $4,237+97.7% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |