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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $78,446 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $53,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,306 | $89,436+11.0% | $164,813-39.7% | $77,643+27.9% |
| Participation rate | 54.9% | 78.6%-23.7pp | 78.6%-23.7pp | 70.6%-15.6pp |
| Annual return | 12.46% | 28.83%-16.4pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,313 | $2,569-48.9% | $4,341-69.7% | $2,726-51.8% |
| Participant deferral / active EE | $4,107 | $4,897-16.1% | $6,031-31.9% | $4,647-11.6% |
| Admin fee / account holder | $591 | $339+74.0% | $12,690-95.3% | $430+37.2% |