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 9-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 |
|---|---|---|
Service code 27 5425 PEACHTREE PARKWAY NW · ATLANTA, GA 300926536 | Advisory (Plan) | $41,869 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,830 | $52,122-62.0% | $104,294-81.0% | $64,808-69.4% |
| Participation rate | 85.9% | 56.0%+29.9pp | 73.3%+12.6pp | 71.5%+14.4pp |
| Annual return | -17.91% | 13.26%-31.2pp | 24.61%-42.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $207 | $1,627-87.2% | $3,372-93.8% | $2,506-91.7% |
| Participant deferral / active EE | $1,948 | $2,823-31.0% | $4,625-57.9% | $4,310-54.8% |
| Admin fee / account holder | $133 | $155-14.2% | $7,339-98.2% | $188-29.3% |