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 9-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 · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $3,176 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $1,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,627 | $56,423-47.5% | $77,163-61.6% | $71,457-58.5% |
| Participation rate | 84.6% | 64.3%+20.3pp | 69.6%+15.0pp | 67.9%+16.7pp |
| Annual return | 17.41% | 19.05%-1.6pp | 37.87%-20.5pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,393 | $1,866+28.2% | $2,535-5.6% | $2,588-7.5% |
| Participant deferral / active EE | $2,704 | $3,142-13.9% | $3,833-29.5% | $4,289-37.0% |
| Admin fee / account holder | $59 | $1,429-95.9% | $5,472-98.9% | $1,587-96.3% |