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 | $18,271 |
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 5200 RINGS RD · DUBLIN, OH 43017 | Advisory (Plan) | $10,701 |
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 | $14,142 | $50,982-72.3% | $154,803-90.9% | $85,563-83.5% |
| Participation rate | 82.3% | 59.8%+22.5pp | 78.1%+4.2pp | 66.0%+16.3pp |
| Annual return | 15.93% | 30.35%-14.4pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $573 | $1,708-66.5% | $4,305-86.7% | $2,654-78.4% |
| Participant deferral / active EE | $1,579 | $2,474-36.2% | $5,540-71.5% | $4,375-63.9% |
| Admin fee / account holder | $111 | $846-86.9% | $14,329-99.2% | $834-86.7% |