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 | $33,357 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $6,357 |
FLAGSTAR ADVISORS INC1 year Service code 55 1400 BROADWAY 16TH FL · NEW YORK, NY 10018 | Other Commissions | $2,216 |
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 | $102,367 | $55,416+84.7% | $75,972+34.7% | $77,643+31.8% |
| Participation rate | 29.3% | 63.6%-34.3pp | 69.1%-39.8pp | 70.6%-41.3pp |
| Annual return | 14.70% | 17.07%-2.4pp | 359.55%-344.8pp | 31.24%-16.5pp |
| Employer contribution / active EE | $807 | $1,788-54.8% | $2,685-69.9% | $2,726-70.4% |
| Participant deferral / active EE | $1,958 | $3,447-43.2% | $4,255-54.0% | $4,647-57.9% |
| Admin fee / account holder | $219 | $414-47.0% | $6,467-96.6% | $430-49.0% |