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 | $38,856 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 13 | Contract Administrator | $9,433 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD STE 240N · MELVILLE, NY 11747 | Contract Administrator | $2,475 |
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 | $37,697 | $62,127-39.3% | $81,382-53.7% | $74,495-49.4% |
| Participation rate | 96.2% | 64.0%+32.2pp | 69.5%+26.7pp | 67.2%+29.0pp |
| Annual return | 23.26% | 16.48%+6.8pp | 24.73%-1.5pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $1,313 | $1,882-30.3% | $2,463-46.7% | $2,623-49.9% |
| Participant deferral / active EE | $4,214 | $3,229+30.5% | $3,883+8.5% | $4,346-3.0% |
| Admin fee / account holder | $117 | $1,934-94.0% | $5,768-98.0% | $1,942-94.0% |