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 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $4,929 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
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.
Employer contribution per participant 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 | $47,394 | $28,956+63.7% | $71,735-33.9% | $64,808-26.9% |
| Participation rate | 34.2% | 65.2%-31.0pp | 62.3%-28.1pp | 71.5%-37.3pp |
| Annual return | -16.13% | -7.39%-8.7pp | 9.14%-25.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $1,704-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,491 | $2,686-44.5% | $2,658-43.9% | $4,310-65.4% |
| Admin fee / account holder | $64 | $124-48.7% | $3,974-98.4% | $188-66.0% |