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 | $260,845 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $57,489 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $100,249 | $107,459-6.7% | $135,903-26.2% | $80,160+25.1% |
| Participation rate | 96.6% | 78.0%+18.5pp | 81.9%+14.7pp | 72.9%+23.6pp |
| Annual return | 42.22% | 91.91%-49.7pp | 68.23%-26.0pp | 40.38%+1.8pp |
| Employer contribution / active EE | $3,841 | $3,877-0.9% | $4,856-20.9% | $2,978+29.0% |
| Participant deferral / active EE | $10,370 | $8,195+26.5% | $7,758+33.7% | $5,017+106.7% |
| Admin fee / account holder | $99 | $127-21.8% | $10,762-99.1% | $145-31.5% |