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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $213,749 |
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 20-1665305 | Advisory (Plan) | $31,729 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,382 | $107,459-45.7% | $135,903-57.0% | $80,160-27.2% |
| Participation rate | 80.5% | 78.0%+2.5pp | 81.9%-1.4pp | 72.9%+7.6pp |
| Annual return | 13.53% | 91.91%-78.4pp | 68.23%-54.7pp | 40.38%-26.9pp |
| Employer contribution / active EE | $2,225 | $3,877-42.6% | $4,856-54.2% | $2,978-25.3% |
| Participant deferral / active EE | $4,389 | $8,195-46.4% | $7,758-43.4% | $5,017-12.5% |
| Admin fee / account holder | $173 | $127+36.2% | $10,762-98.4% | $145+19.3% |