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 O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $64,554 |
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 | $44,705 | $65,435-31.7% | $86,677-48.4% | $66,914-33.2% |
| Participation rate | 95.6% | 75.5%+20.1pp | 76.6%+19.0pp | 69.8%+25.8pp |
| Annual return | -13.60% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,628 | $2,153-24.4% | $2,836-42.6% | $2,544-36.0% |
| Participant deferral / active EE | $5,194 | $4,100+26.7% | $4,656+11.6% | $4,237+22.6% |
| Admin fee / account holder | $240 | $642-62.6% | $7,493-96.8% | $593-59.6% |