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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,026 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $12,743 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,255 | $87,870-66.7% | $113,168-74.1% | $74,304-60.6% |
| Participation rate | 83.8% | 70.7%+13.1pp | 76.6%+7.3pp | 60.3%+23.5pp |
| Annual return | 16.80% | 26.44%-9.6pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $485 | $2,277-78.7% | $2,975-83.7% | $2,241-78.4% |
| Participant deferral / active EE | $2,689 | $4,241-36.6% | $5,107-47.4% | $3,767-28.6% |
| Admin fee / account holder | $186 | $3,368-94.5% | $12,068-98.5% | $2,969-93.7% |