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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $42,943 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,303 |
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 | $0 | $65,061-100.0% | $143,757-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 80.3%-80.3pp | 69.8%-69.8pp |
| Annual return | -16.67% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,143 | $2,361+117.9% | $4,951+3.9% | $2,544+102.2% |
| Participant deferral / active EE | $4,727 | $2,919+61.9% | $5,637-16.2% | $4,237+11.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |