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 | $101,896 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,040 |
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 | $65,433 | $99,078-34.0% | $96,544-32.2% | $74,419-12.1% |
| Participation rate | 93.4% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.7pp |
| Annual return | 19.39% | 22.48%-3.1pp | 25.84%-6.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,093 | $2,570-18.6% | $2,965-29.4% | $2,637-20.6% |
| Participant deferral / active EE | $6,035 | $4,933+22.3% | $4,851+24.4% | $4,528+33.3% |
| Admin fee / account holder | $120 | $225-46.6% | $8,252-98.5% | $348-65.5% |