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 LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $174 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE AGENCY INC Service code 55 | Other Commissions | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,187 | $69,010+161.1% | $159,960+12.6% | $68,494+163.1% |
| Participation rate | 69.1% | 65.4%+3.7pp | 78.0%-8.8pp | 67.9%+1.2pp |
| Annual return | -11.40% | -9.65%-1.8pp | 408.60%-420.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,217 | $2,213-45.0% | $4,226-71.2% | $2,596-53.1% |
| Participant deferral / active EE | $7,438 | $4,212+76.6% | $6,182+20.3% | $4,027+84.7% |
| Admin fee / account holder | $13 | $4,798-99.7% | $8,698-99.8% | $5,403-99.8% |