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 15 · EIN 84-0467907 | Recordkeeping | $567,674 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
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 | $102,206 | $2,679,533-96.2% | $164,813-38.0% | $199,593-48.8% |
| Participation rate | 99.2% | 78.3%+20.9pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | 11.60% | 17.93%-6.3pp | 69.93%-58.3pp | 34.25%-22.6pp |
| Employer contribution / active EE | $4,485 | $2,970+51.0% | $4,341+3.3% | $3,034+47.8% |
| Participant deferral / active EE | $6,027 | $5,010+20.3% | $6,031-0.1% | $5,087+18.5% |
| Admin fee / account holder | $118 | $1,982-94.0% | $12,690-99.1% | $269-56.0% |