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 | $14,680 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $1,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,929 | $93,571-43.4% | $135,903-61.1% | $75,163-29.6% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.1pp | 67.2%+1.7pp |
| Annual return | 27.69% | 30.90%-3.2pp | 68.23%-40.5pp | 160.62%-132.9pp |
| Employer contribution / active EE | $6,531 | $3,537+84.7% | $4,856+34.5% | $2,670+144.6% |
| Participant deferral / active EE | $15,469 | $6,404+141.6% | $7,758+99.4% | $4,125+275.0% |
| Admin fee / account holder | $71 | $6,975-99.0% | $10,762-99.3% | $5,651-98.7% |