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 | $7,099 |
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 | $1,500 |
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 | $50,620 | $62,603-19.1% | $104,294-51.5% | $66,914-24.4% |
| Participation rate | 66.1% | 59.6%+6.5pp | 73.3%-7.2pp | 69.8%-3.7pp |
| Annual return | -15.06% | -14.70%-0.4pp | 24.61%-39.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $460 | $1,972-76.7% | $3,372-86.4% | $2,544-81.9% |
| Participant deferral / active EE | $3,049 | $2,853+6.9% | $4,625-34.1% | $4,237-28.0% |
| Admin fee / account holder | $86 | $656-86.8% | $7,339-98.8% | $593-85.5% |