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 |
|---|---|---|
UNITED BENEFITS GROUP1 year Service code 13 1251 NW BRIARCLIFF PKY · KANSAS CITY, MO 64116 | Contract Administrator | $13,532 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $4,167 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $53,567 | $52,122+2.8% | $104,294-48.6% | $64,808-17.3% |
| Participation rate | 51.2% | 56.0%-4.9pp | 73.3%-22.1pp | 71.5%-20.3pp |
| Annual return | -13.51% | 13.26%-26.8pp | 24.61%-38.1pp | 32.82%-46.3pp |
| Employer contribution / active EE | $550 | $1,627-66.2% | $3,372-83.7% | $2,506-78.1% |
| Participant deferral / active EE | $2,258 | $2,823-20.0% | $4,625-51.2% | $4,310-47.6% |
| Admin fee / account holder | $60 | $155-60.9% | $7,339-99.2% | $188-67.8% |