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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,796 |
Filed as: SIGNATURE SECURITIES GROUP CORP Service code 53 · EIN 13-4120476 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,267 | $44,764+92.7% | $68,791+25.4% | $64,808+33.1% |
| Participation rate | 30.9% | 64.8%-33.9pp | 69.0%-38.1pp | 71.5%-40.6pp |
| Annual return | -10.64% | -10.91%+0.3pp | -6.38%-4.3pp | 32.82%-43.5pp |
| Employer contribution / active EE | $568 | $1,775-68.0% | $2,655-78.6% | $2,506-77.3% |
| Participant deferral / active EE | $1,622 | $3,238-49.9% | $3,941-58.8% | $4,310-62.4% |
| Admin fee / account holder | $228 | $151+51.0% | $4,932-95.4% | $188+21.7% |