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 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,556 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,103 | $53,165-64.1% | $86,188-77.8% | $74,419-74.3% |
| Participation rate | 96.9% | 64.9%+32.0pp | 69.0%+27.9pp | 70.7%+26.2pp |
| Annual return | 19.73% | 22.64%-2.9pp | 1168.45%-1148.7pp | 34.38%-14.6pp |
| Employer contribution / active EE | $478 | $1,210-60.5% | $2,380-79.9% | $2,637-81.9% |
| Participant deferral / active EE | $3,989 | $3,234+23.3% | $3,985+0.1% | $4,528-11.9% |
| Admin fee / account holder | $17 | $551-96.9% | $6,852-99.8% | $348-95.1% |