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 3-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 | $59,713 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,201 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: ELLSWORTH & STOUT LLC Service code 10 7881 W CHARLESTON BLVD STE 155 · LAS VEGAS, NV 89117 | Accounting | $12,000 |
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 | $15,724 | $50,458-68.8% | $159,960-90.2% | $64,808-75.7% |
| Participation rate | 85.0% | 68.0%+17.0pp | 78.0%+7.0pp | 71.5%+13.5pp |
| Annual return | -14.37% | -13.42%-0.9pp | 408.60%-423.0pp | 32.82%-47.2pp |
| Employer contribution / active EE | $405 | $1,722-76.5% | $4,226-90.4% | $2,506-83.8% |
| Participant deferral / active EE | $2,473 | $4,004-38.2% | $6,182-60.0% | $4,310-42.6% |
| Admin fee / account holder | $142 | $706-79.9% | $8,698-98.4% | $188-24.3% |