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 15 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $59,805 |
Service code 13 402 3RD ST · WAUSAU, WI 54403 | Contract Administrator | $6,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,714 | $86,944-3.7% | $107,525-22.1% | $74,304+12.7% |
| Participation rate | 99.2% | 59.6%+39.6pp | 75.1%+24.1pp | 60.3%+38.8pp |
| Annual return | 16.74% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,213 | $2,757-19.7% | $3,754-41.0% | $2,241-1.3% |
| Participant deferral / active EE | $3,567 | $3,554+0.4% | $5,116-30.3% | $3,767-5.3% |
| Admin fee / account holder | $442 | $3,727-88.1% | $8,919-95.0% | $2,969-85.1% |