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 | $225,089 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $117,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,703 | $115,444-50.0% | $65,493-11.9% | $102,872-43.9% |
| Participation rate | 98.4% | 71.2%+27.2pp | 73.1%+25.3pp | 73.0%+25.3pp |
| Annual return | 14.21% | 15.94%-1.7pp | 982.45%-968.2pp | 19.06%-4.8pp |
| Employer contribution / active EE | $4,452 | $3,409+30.6% | $2,574+72.9% | $3,526+26.3% |
| Participant deferral / active EE | $4,938 | $4,118+19.9% | $3,961+24.7% | $5,535-10.8% |
| Admin fee / account holder | $161 | $123+30.5% | $5,028-96.8% | $292-45.1% |