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 | $103,779 |
SPECTRUM INVESTMENT ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $93,322 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $10,250 |
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 | $66,058 | $37,317+77.0% | $77,024-14.2% | $77,904-15.2% |
| Participation rate | 93.2% | 46.9%+46.3pp | 67.9%+25.3pp | 73.7%+19.5pp |
| Annual return | -10.93% | -5.88%-5.0pp | 42.32%-53.2pp | 12.21%-23.1pp |
| Employer contribution / active EE | $5,030 | $1,218+312.9% | $2,812+78.9% | $2,848+76.6% |
| Participant deferral / active EE | $5,704 | $2,564+122.4% | $4,426+28.9% | $4,806+18.7% |
| Admin fee / account holder | $144 | $126+14.4% | $5,425-97.4% | $133+8.5% |