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 | $10,557 |
UNITED BENEFITS GROUP3 years Service code 13 1251 NW BRIARCLIFF PKY · KANSAS CITY, MO 64116 | Contract Administrator | $6,413 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,830 | $62,603-46.0% | $104,294-67.6% | $66,914-49.4% |
| Participation rate | 60.4% | 59.6%+0.8pp | 73.3%-12.8pp | 69.8%-9.4pp |
| Annual return | -15.88% | -14.70%-1.2pp | 24.61%-40.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,612 | $1,972-18.2% | $3,372-52.2% | $2,544-36.6% |
| Participant deferral / active EE | $2,216 | $2,853-22.3% | $4,625-52.1% | $4,237-47.7% |
| Admin fee / account holder | $111 | $656-83.1% | $7,339-98.5% | $593-81.4% |