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 INS OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,375 |
Filed as: CHARLES SCHWAB AND CO. INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $259 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,521 | $106,028+180.6% | $146,958+102.5% | $77,643+283.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 82.2%-2.2pp | 70.6%+9.4pp |
| Annual return | 15.27% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $9,205 | $4,063+126.6% | $4,933+86.6% | $2,726+237.7% |
| Participant deferral / active EE | $10,127 | $7,990+26.7% | $8,070+25.5% | $4,647+117.9% |
| Admin fee / account holder | $7 | $337-97.9% | $12,998-99.9% | $430-98.4% |