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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,028 |
IPI WEALTH MANAGEMENT INC4 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $19,728 |
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 | $26,505 | $47,126-43.8% | $149,673-82.3% | $74,419-64.4% |
| Participation rate | 37.5% | 63.4%-25.9pp | 78.8%-41.2pp | 70.7%-33.2pp |
| Annual return | 32.65% | 22.75%+9.9pp | 134.42%-101.8pp | 34.38%-1.7pp |
| Employer contribution / active EE | $1,174 | $1,905-38.4% | $4,818-75.6% | $2,637-55.5% |
| Participant deferral / active EE | $2,126 | $2,728-22.1% | $5,680-62.6% | $4,528-53.0% |
| Admin fee / account holder | $170 | $343-50.4% | $13,210-98.7% | $348-51.1% |