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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $566,623 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 1299 OCEAN AVE STE 600 · SANTA MONICA, CA 90401 | Advisory (Plan) | $255,000 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $20,738 |
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 | $172,708 | $112,623+53.4% | $106,213+62.6% | $199,593-13.5% |
| Participation rate | 95.8% | 86.2%+9.6pp | 75.3%+20.5pp | 72.0%+23.8pp |
| Annual return | 11.24% | 15.57%-4.3pp | 116.14%-104.9pp | 34.25%-23.0pp |
| Employer contribution / active EE | $2,238 | $4,575-51.1% | $3,171-29.4% | $3,034-26.2% |
| Participant deferral / active EE | $6,531 | $6,659-1.9% | $5,016+30.2% | $5,087+28.4% |
| Admin fee / account holder | $248 | $107+131.8% | $11,033-97.8% | $269-7.7% |