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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $19,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $42,300 | $49,915-15.3% | $154,803-72.7% | $74,304-43.1% |
| Participation rate | 71.4% | 54.0%+17.5pp | 78.1%-6.6pp | 60.3%+11.1pp |
| Annual return | 9.82% | 34.06%-24.2pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $2,458 | $1,611+52.6% | $4,305-42.9% | $2,241+9.7% |
| Participant deferral / active EE | $2,374 | $2,255+5.3% | $5,540-57.2% | $3,767-37.0% |
| Admin fee / account holder | $173 | $2,189-92.1% | $14,329-98.8% | $2,969-94.2% |