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 | $29,038 |
Service code 59 4 WORLD VESEY STREET · NEW YORK, NC 10281 | Shareholder Servicing | $0 |
Employer 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 | $105,530 | $58,320+80.9% | $86,436+22.1% | $66,914+57.7% |
| Participation rate | 82.5% | 78.6%+3.9pp | 80.3%+2.1pp | 69.8%+12.7pp |
| Annual return | -16.05% | -9.71%-6.3pp | 4394.89%-4410.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,723 | $6,899-17.0% | $6,952-17.7% | $4,237+35.1% |
| Admin fee / account holder | $150 | $546-72.5% | $6,731-97.8% | $593-74.7% |