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 |
|---|---|---|
Service code 27 6201 COLLEGE BLVD., SUITE 150 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $84,675 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,312 |
THE RETIREMENT ADVANTAGE INC7 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $36,966 |
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 | $47,811 | $82,917-42.3% | $103,333-53.7% | $77,643-38.4% |
| Participation rate | 82.9% | 71.6%+11.3pp | 74.5%+8.3pp | 70.6%+12.3pp |
| Annual return | 22.79% | 19.13%+3.7pp | 24.88%-2.1pp | 31.24%-8.4pp |
| Employer contribution / active EE | $6,625 | $3,552+86.5% | $3,868+71.3% | $2,726+143.0% |
| Participant deferral / active EE | $11,220 | $4,108+173.1% | $5,057+121.8% | $4,647+141.4% |
| Admin fee / account holder | $231 | $638-63.8% | $8,355-97.2% | $430-46.3% |