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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,293 |
UNITED BENEFITS GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $8,579 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
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 | $62,079 | $36,806+68.7% | $69,647-10.9% | $77,643-20.0% |
| Participation rate | 31.8% | 64.4%-32.6pp | 66.5%-34.7pp | 70.6%-38.8pp |
| Annual return | 15.14% | 38.81%-23.7pp | 100.48%-85.3pp | 31.24%-16.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,712-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,567 | $2,738-42.8% | $2,886-45.7% | $4,647-66.3% |
| Admin fee / account holder | $165 | $507-67.5% | $4,713-96.5% | $430-61.8% |