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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,465 |
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $22,272 |
Employer contribution per participant 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 | $43,810 | $88,083-50.3% | $164,813-73.4% | $74,495-41.2% |
| Participation rate | 95.7% | 73.0%+22.7pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 12.15% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $8 | $2,593-99.7% | $4,341-99.8% | $2,623-99.7% |
| Participant deferral / active EE | $5,734 | $4,498+27.5% | $6,031-4.9% | $4,346+31.9% |
| Admin fee / account holder | $274 | $2,234-87.7% | $12,690-97.8% | $1,942-85.9% |