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 O Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,028 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $24,298 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $5,507 |
Service code 99 3701 PEARL RD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $57,795 | $65,435-11.7% | $86,677-33.3% | $66,914-13.6% |
| Participation rate | 95.3% | 75.5%+19.9pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -13.41% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,720 | $2,153-20.1% | $2,836-39.4% | $2,544-32.4% |
| Participant deferral / active EE | $4,354 | $4,100+6.2% | $4,656-6.5% | $4,237+2.8% |
| Admin fee / account holder | $111 | $642-82.8% | $7,493-98.5% | $593-81.4% |