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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,014 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $29,158 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $17,225 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,340 | $46,292-49.6% | $143,757-83.8% | $64,808-64.0% |
| Participation rate | 94.3% | 64.2%+30.1pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -11.56% | -10.05%-1.5pp | -0.04%-11.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $1,003 | $1,910-47.5% | $4,951-79.7% | $2,506-60.0% |
| Participant deferral / active EE | $2,432 | $2,646-8.1% | $5,637-56.8% | $4,310-43.6% |
| Admin fee / account holder | $181 | $154+17.8% | $14,673-98.8% | $188-3.5% |