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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,572 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,380 | $87,870-11.9% | $113,168-31.6% | $74,304+4.1% |
| Participation rate | 90.0% | 70.7%+19.3pp | 76.6%+13.4pp | 60.3%+29.7pp |
| Annual return | 19.50% | 26.44%-6.9pp | 24.27%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,910 | $4,241+180.8% | $5,107+133.2% | $3,767+216.1% |
| Admin fee / account holder | $134 | $3,368-96.0% | $12,068-98.9% | $2,969-95.5% |