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 7-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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $578,653 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $450,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 8474 ROZITA LEE AVE STE 300 · LAS VEGAS, NV 89113 | Accounting | $148,942 |
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 | $50,762 | $106,382-52.3% | $129,207-60.7% | $106,382-52.3% |
| Participation rate | 80.1% | 69.9%+10.2pp | 69.6%+10.5pp | 69.9%+10.2pp |
| Annual return | 10.34% | 17.37%-7.0pp | 9417.33%-9407.0pp | 17.37%-7.0pp |
| Employer contribution / active EE | $944 | $3,364-71.9% | $4,153-77.3% | $3,364-71.9% |
| Participant deferral / active EE | $3,363 | $5,569-39.6% | $4,168-19.3% | $5,569-39.6% |
| Admin fee / account holder | $31 | $79-61.1% | $7,715-99.6% | $79-61.1% |