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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,727 |
TANURY INDUSTRIES INC1 year Service code 99 6 NEW ENGLAND WY · LINCOLN, RI 02865 | Other Fees | $12,056 |
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 | $37,075 | $79,171-53.2% | $102,423-63.8% | $74,495-50.2% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.6pp | 67.2%+20.8pp |
| Annual return | 9.39% | 54.93%-45.5pp | 29.32%-19.9pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $1,501 | $2,362-36.5% | $3,023-50.4% | $2,623-42.8% |
| Participant deferral / active EE | $2,824 | $4,415-36.0% | $5,053-44.1% | $4,346-35.0% |
| Admin fee / account holder | $196 | $2,001-90.2% | $9,451-97.9% | $1,942-89.9% |