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 GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $20,403 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $477 |
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 | $80,645 | $216,711-62.8% | $136,749-41.0% | $85,563-5.7% |
| Participation rate | 50.4% | 51.7%-1.4pp | 72.1%-21.8pp | 66.0%-15.6pp |
| Annual return | 16.50% | 15.26%+1.2pp | 24.33%-7.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $594 | $1,660-64.2% | $3,400-82.5% | $2,654-77.6% |
| Participant deferral / active EE | $2,437 | $2,635-7.5% | $4,692-48.1% | $4,375-44.3% |
| Admin fee / account holder | $93 | $1,223-92.4% | $11,386-99.2% | $834-88.8% |