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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $47,887 |
HEDMAN PARTNERS LLP2 years Service code 10 27441 TOURNEY RD STE 200 · VALENCIA, CA 91355 | Accounting | $15,123 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $5,735 |
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 | $35,740 | $44,897-20.4% | $84,966-57.9% | $199,593-82.1% |
| Participation rate | 18.1% | 45.7%-27.6pp | 67.5%-49.4pp | 72.0%-53.9pp |
| Annual return | 14.72% | 20.96%-6.2pp | 66.38%-51.7pp | 34.25%-19.5pp |
| Employer contribution / active EE | $203 | $1,365-85.2% | $2,727-92.6% | $3,034-93.3% |
| Participant deferral / active EE | $904 | $2,668-66.1% | $4,519-80.0% | $5,087-82.2% |
| Admin fee / account holder | $210 | $584-64.1% | $6,149-96.6% | $269-22.0% |