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 GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $11,579 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,790 |
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 | $60,905 | $62,327-2.3% | $120,354-49.4% | $74,495-18.2% |
| Participation rate | 64.1% | 56.8%+7.3pp | 71.9%-7.8pp | 67.2%-3.1pp |
| Annual return | 12.71% | 18.61%-5.9pp | 107.15%-94.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $471 | $1,843-74.5% | $3,463-86.4% | $2,623-82.1% |
| Participant deferral / active EE | $3,011 | $2,893+4.1% | $4,991-39.7% | $4,346-30.7% |
| Admin fee / account holder | $115 | $2,396-95.2% | $9,423-98.8% | $1,942-94.1% |