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 | $203,468 |
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $69,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,407 | $74,933-52.7% | $154,803-77.1% | $117,739-69.9% |
| Participation rate | 27.5% | 64.5%-37.0pp | 78.1%-50.5pp | 76.6%-49.1pp |
| Annual return | 18.90% | 17.34%+1.6pp | 58.88%-40.0pp | 17.29%+1.6pp |
| Employer contribution / active EE | $260 | $2,316-88.8% | $4,305-94.0% | $3,746-93.0% |
| Participant deferral / active EE | $974 | $3,942-75.3% | $5,540-82.4% | $6,128-84.1% |
| Admin fee / account holder | $145 | $129+12.2% | $14,329-99.0% | $112+29.5% |