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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,126 |
Service code 13 · EIN 20-5923747 1175 JOHN STREET · WEST HENRIETTA, NY 14586 | Contract Administrator | $4,182 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,728 | $61,272-0.9% | $149,673-59.4% | $71,457-15.0% |
| Participation rate | 64.5% | 62.5%+2.0pp | 78.8%-14.2pp | 67.9%-3.4pp |
| Annual return | 25.17% | 35.85%-10.7pp | 134.42%-109.2pp | 28.85%-3.7pp |
| Employer contribution / active EE | $1,126 | $2,378-52.7% | $4,818-76.6% | $2,588-56.5% |
| Participant deferral / active EE | $2,096 | $2,917-28.1% | $5,680-63.1% | $4,289-51.1% |
| Admin fee / account holder | $60 | $1,261-95.2% | $13,210-99.5% | $1,587-96.2% |