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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $88,319 |
FORVIS MAZARS, LLP2 years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $18,040 |
THOMPSON COBURN LLP10+ years Service code 29 · EIN 43-0666662 ONE US BANK PLAZA · ST LOUIS, MO 63101 | Legal | $4,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $173,167 | $122,186+41.7% | $146,958+17.8% | $199,593-13.2% |
| Participation rate | 69.3% | 78.3%-9.0pp | 82.2%-12.8pp | 72.0%-2.6pp |
| Annual return | 13.83% | 30.56%-16.7pp | 418.34%-404.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,793 | $4,093-31.8% | $4,933-43.4% | $3,034-7.9% |
| Participant deferral / active EE | $9,786 | $8,502+15.1% | $8,070+21.3% | $5,087+92.4% |
| Admin fee / account holder | $25 | $179-86.1% | $12,998-99.8% | $269-90.7% |