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 9-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 | $2,633 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,361 | $47,126-5.9% | $149,673-70.4% | $74,419-40.4% |
| Participation rate | 30.4% | 63.4%-33.0pp | 78.8%-48.4pp | 70.7%-40.3pp |
| Annual return | 9.40% | 22.75%-13.3pp | 134.42%-125.0pp | 34.38%-25.0pp |
| Employer contribution / active EE | $671 | $1,905-64.8% | $4,818-86.1% | $2,637-74.6% |
| Participant deferral / active EE | $1,265 | $2,728-53.6% | $5,680-77.7% | $4,528-72.1% |
| Admin fee / account holder | $13 | $343-96.3% | $13,210-99.9% | $348-96.3% |