Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $689,227 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $68,431 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,587 | $57,150-81.5% | $93,654-88.7% | $106,408-90.1% |
| Participation rate | 93.3% | 49.1%+44.2pp | 68.7%+24.6pp | 69.9%+23.4pp |
| Annual return | 13.10% | 15.81%-2.7pp | 133.34%-120.2pp | 17.37%-4.3pp |
| Employer contribution / active EE | $146 | $1,015-85.6% | $2,421-94.0% | $3,361-95.7% |
| Participant deferral / active EE | $1,438 | $1,853-22.4% | $4,413-67.4% | $5,567-74.2% |
| Admin fee / account holder | $45 | $64-30.4% | $8,282-99.5% | $79-43.4% |