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 | $15,819 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,830 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,420 | $55,415-72.2% | $155,509-90.1% | $74,495-79.3% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 21.36% | 268.50%-247.1pp | 64.67%-43.3pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $526 | $2,267-76.8% | $4,672-88.7% | $2,623-80.0% |
| Participant deferral / active EE | $3,077 | $2,836+8.5% | $5,626-45.3% | $4,346-29.2% |
| Admin fee / account holder | $124 | $1,738-92.8% | $15,912-99.2% | $1,942-93.6% |