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 | $52,900 |
Service code 27 51 KILMAYNE DR · CARY, NC 27511 | Advisory (Plan) | $36,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,752 | $84,784-14.2% | $98,439-26.1% | $74,419-2.2% |
| Participation rate | 89.1% | 81.5%+7.6pp | 75.2%+14.0pp | 70.7%+18.4pp |
| Annual return | 14.05% | 20.59%-6.5pp | 21.16%-7.1pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,702 | $3,364-49.4% | $3,048-44.2% | $2,637-35.5% |
| Participant deferral / active EE | $3,077 | $5,218-41.0% | $4,738-35.0% | $4,528-32.0% |
| Admin fee / account holder | $171 | $204-16.2% | $8,948-98.1% | $348-50.8% |