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 | $110,985 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $78,125 |
Filed as: KLINGMAN & ASSOCIATES LLC Service code 27 120 W 45TH ST STE 3800 · NEW YORK, NY 10036 | Advisory (Plan) | $66,875 |
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 | $176,869 | $62,624+182.4% | $177,989-0.6% | $77,643+127.8% |
| Participation rate | 98.9% | 66.8%+32.1pp | 77.1%+21.8pp | 70.6%+28.3pp |
| Annual return | 15.87% | 16.16%-0.3pp | 294.48%-278.6pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,367 | $1,909+76.4% | $3,949-14.7% | $2,726+23.5% |
| Participant deferral / active EE | $13,043 | $4,219+209.1% | $6,276+107.8% | $4,647+180.7% |
| Admin fee / account holder | $187 | $386-51.5% | $10,363-98.2% | $430-56.5% |