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 64 · EIN 84-0467907 | Recordkeeping Fees | $61,754 |
Filed as: UNITED BANK Service code 27 2071 CHAIN BRIDGE RD · VIENNA, VA 22812 | Advisory (Plan) | $38,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,540 | $54,701+23.5% | $86,188-21.6% | $71,457-5.5% |
| Participation rate | 58.1% | 60.1%-2.0pp | 69.0%-10.8pp | 67.9%-9.8pp |
| Annual return | 11.52% | 20.06%-8.5pp | 1168.45%-1156.9pp | 28.85%-17.3pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,070 | $3,108+30.9% | $3,985+2.1% | $4,289-5.1% |
| Admin fee / account holder | $141 | $1,922-92.7% | $6,852-97.9% | $1,587-91.1% |