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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $129,407 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,500 |
Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $12,673 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $77,097 | $136,853-43.7% | $130,231-40.8% | $80,160-3.8% |
| Participation rate | 54.8% | 81.6%-26.8pp | 76.3%-21.5pp | 72.9%-18.1pp |
| Annual return | 25.18% | 22.66%+2.5pp | 38.77%-13.6pp | 40.38%-15.2pp |
| Employer contribution / active EE | $510 | $3,395-85.0% | $4,126-87.6% | $2,978-82.9% |
| Participant deferral / active EE | $3,102 | $5,856-47.0% | $6,799-54.4% | $5,017-38.2% |
| Admin fee / account holder | $94 | $184-48.8% | $6,020-98.4% | $145-35.0% |