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 | $8,961 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
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 | $74,321 | $50,529+47.1% | $66,042+12.5% | $85,563-13.1% |
| Participation rate | 31.6% | 57.7%-26.1pp | 67.5%-35.9pp | 66.0%-34.4pp |
| Annual return | 22.59% | 18.34%+4.2pp | 52.11%-29.5pp | 31.51%-8.9pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $1,579-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,428 | $2,768-48.4% | $2,835-49.6% | $4,375-67.4% |
| Admin fee / account holder | $67 | $1,005-93.3% | $5,747-98.8% | $834-91.9% |