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 · EIN 84-0467907 | Recordkeeping Fees | $12,108 |
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 | $57,938 | $87,870-34.1% | $113,168-48.8% | $74,304-22.0% |
| Participation rate | 85.3% | 70.7%+14.5pp | 76.6%+8.7pp | 60.3%+24.9pp |
| Annual return | 15.00% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,753 | $2,277-23.0% | $2,975-41.1% | $2,241-21.8% |
| Participant deferral / active EE | $2,938 | $4,241-30.7% | $5,107-42.5% | $3,767-22.0% |
| Admin fee / account holder | $47 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |