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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,314 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $99,441 | $42,353+134.8% | $79,550+25.0% | $64,808+53.4% |
| Participation rate | 62.1% | 64.8%-2.7pp | 69.5%-7.4pp | 71.5%-9.4pp |
| Annual return | -16.11% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,515 | $1,181+28.3% | $2,413-37.2% | $2,506-39.5% |
| Participant deferral / active EE | $6,461 | $3,170+103.8% | $3,985+62.1% | $4,310+49.9% |
| Admin fee / account holder | $185 | $160+16.2% | $6,832-97.3% | $188-1.3% |