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 | $33,174 |
Service code 13 3552 NE RALPH POWELL RD · LEES SUMMIT, MO 64064 | Contract Administrator | $9,028 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 135 PINELAWN RD. SUITE 240 N · MELVILLE, NY 11747 | Contract Administrator | $2,015 |
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 | $30,816 | $56,423-45.4% | $77,163-60.1% | $71,457-56.9% |
| Participation rate | 99.6% | 64.3%+35.3pp | 69.6%+30.0pp | 67.9%+31.7pp |
| Annual return | 15.33% | 19.05%-3.7pp | 37.87%-22.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,198 | $1,866-35.8% | $2,535-52.7% | $2,588-53.7% |
| Participant deferral / active EE | $4,124 | $3,142+31.3% | $3,833+7.6% | $4,289-3.8% |
| Admin fee / account holder | $97 | $1,429-93.2% | $5,472-98.2% | $1,587-93.9% |