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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $462,453 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $110,134 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,910 |
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 | $113,981 | $159,391-28.5% | $102,423+11.3% | $99,062+15.1% |
| Participation rate | 99.5% | 88.6%+11.0pp | 76.5%+23.1pp | 71.6%+27.9pp |
| Annual return | 13.10% | 19.03%-5.9pp | 29.32%-16.2pp | 17.66%-4.6pp |
| Employer contribution / active EE | $5,540 | $4,207+31.7% | $3,023+83.3% | $3,262+69.8% |
| Participant deferral / active EE | $5,908 | $7,498-21.2% | $5,053+16.9% | $5,331+10.8% |
| Admin fee / account holder | $72 | $159-54.6% | $9,451-99.2% | $109-33.7% |