Filed June 12, 2025 (most recent of 5 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $356,200 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $58,000 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $60,979 | $45,000+35.5% | $143,757-57.6% | $77,904-21.7% |
| Participation rate | 96.1% | 66.8%+29.3pp | 80.3%+15.8pp | 73.7%+22.4pp |
| Annual return | -15.15% | 29.03%-44.2pp | -0.04%-15.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $1,936 | $1,870+3.5% | $4,951-60.9% | $2,848-32.0% |
| Participant deferral / active EE | $5,081 | $3,157+61.0% | $5,637-9.9% | $4,806+5.7% |
| Admin fee / account holder | $82 | $98-17.0% | $14,673-99.4% | $133-38.3% |