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 6-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 | $81,957 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $29,996 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $14,950 |
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 | $40,821 | $53,199-23.3% | $155,567-73.8% | $199,768-79.6% |
| Participation rate | 31.4% | 64.1%-32.7pp | 78.2%-46.8pp | 72.0%-40.6pp |
| Annual return | 16.16% | 41.17%-25.0pp | 64.74%-48.6pp | 34.26%-18.1pp |
| Employer contribution / active EE | $897 | $1,852-51.6% | $4,674-80.8% | $3,037-70.5% |
| Participant deferral / active EE | $1,932 | $3,163-38.9% | $5,628-65.7% | $5,090-62.0% |
| Admin fee / account holder | $136 | $186-26.7% | $15,916-99.1% | $269-49.4% |