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 15 · EIN 84-0467907 | Recordkeeping | $204,205 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-AD ACTUARIES INC Service code 13 · EIN 95-2887986 | Contract Administrator | $116,110 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $8,479 |
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 | $58,849 | $52,660+11.8% | $86,612-32.1% | $80,160-26.6% |
| Participation rate | 97.1% | 62.4%+34.7pp | 71.7%+25.4pp | 72.9%+24.2pp |
| Annual return | 21.08% | 24.87%-3.8pp | 591.07%-570.0pp | 40.38%-19.3pp |
| Employer contribution / active EE | $2,621 | $2,140+22.5% | $3,022-13.3% | $2,978-12.0% |
| Participant deferral / active EE | $6,671 | $3,215+107.5% | $4,438+50.3% | $5,017+33.0% |
| Admin fee / account holder | $79 | $113-29.6% | $5,614-98.6% | $145-45.2% |