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 | $12,757 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $9,260 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,721 | $50,815-76.9% | $155,509-92.5% | $77,643-84.9% |
| Participation rate | 72.5% | 63.1%+9.4pp | 78.2%-5.7pp | 70.6%+1.9pp |
| Annual return | 12.48% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $476 | $1,993-76.1% | $4,672-89.8% | $2,726-82.5% |
| Participant deferral / active EE | $1,217 | $2,822-56.9% | $5,626-78.4% | $4,647-73.8% |
| Admin fee / account holder | $81 | $437-81.5% | $15,912-99.5% | $430-81.2% |