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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,455 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPNAY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $43,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $50,815-27.6% | $155,509-76.3% | $77,643-52.6% |
| Participation rate | 76.9% | 63.1%+13.8pp | 78.2%-1.3pp | 70.6%+6.3pp |
| Annual return | 13.12% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,920 | $1,993-3.7% | $4,672-58.9% | $2,726-29.6% |
| Participant deferral / active EE | $2,835 | $2,822+0.5% | $5,626-49.6% | $4,647-39.0% |
| Admin fee / account holder | $252 | $437-42.2% | $15,912-98.4% | $430-41.3% |