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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,602 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,824 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $4,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,093 | $55,472-54.8% | $155,567-83.9% | $74,546-66.3% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 9.37% | 268.72%-259.3pp | 64.74%-55.4pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $471 | $2,269-79.2% | $4,674-89.9% | $2,624-82.1% |
| Participant deferral / active EE | $1,241 | $2,838-56.3% | $5,628-78.0% | $4,347-71.5% |
| Admin fee / account holder | $135 | $1,743-92.2% | $15,916-99.2% | $1,944-93.0% |