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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $101,317 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $24,588 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,762 | $72,254-7.6% | $86,677-23.0% | $64,808+3.0% |
| Participation rate | 91.4% | 80.4%+11.0pp | 76.6%+14.9pp | 71.5%+20.0pp |
| Annual return | -17.75% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,938 | $2,393-19.0% | $2,836-31.7% | $2,506-22.7% |
| Participant deferral / active EE | $5,863 | $4,658+25.9% | $4,656+25.9% | $4,310+36.0% |
| Admin fee / account holder | $152 | $174-12.8% | $7,493-98.0% | $188-19.2% |