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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,704 |
HUSELTON, MORGAN & MAULTSBY, P.C.11+ years Service code 10 12221 MERIT DR STE 1800 · DALLAS, TX 75251 | Accounting | $14,000 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,588 | $57,610-22.6% | $154,803-71.2% | $102,872-56.7% |
| Participation rate | 26.3% | 59.5%-33.1pp | 78.1%-51.7pp | 73.0%-46.7pp |
| Annual return | 14.65% | 30.49%-15.8pp | 58.88%-44.2pp | 19.06%-4.4pp |
| Employer contribution / active EE | $428 | $1,883-77.3% | $4,305-90.1% | $3,526-87.9% |
| Participant deferral / active EE | $1,390 | $2,914-52.3% | $5,540-74.9% | $5,535-74.9% |
| Admin fee / account holder | $216 | $368-41.2% | $14,329-98.5% | $292-26.0% |