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 4-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 15 · EIN 84-0467907 | Recordkeeping | $9,052 |
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 | $53,348 | $87,870-39.3% | $113,168-52.9% | $74,304-28.2% |
| Participation rate | 93.7% | 70.7%+22.9pp | 76.6%+17.1pp | 60.3%+33.3pp |
| Annual return | 19.67% | 26.44%-6.8pp | 24.27%-4.6pp | 29.43%-9.8pp |
| Employer contribution / active EE | $4,593 | $2,277+101.7% | $2,975+54.4% | $2,241+104.9% |
| Participant deferral / active EE | $4,961 | $4,241+17.0% | $5,107-2.9% | $3,767+31.7% |
| Admin fee / account holder | $48 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |