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 |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $135,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,155 | $119,446+39.1% | $150,045+10.7% | $85,563+94.2% |
| Participation rate | 92.7% | 75.4%+17.3pp | 82.3%+10.4pp | 66.0%+26.7pp |
| Annual return | 17.62% | 23.72%-6.1pp | 62.55%-44.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $4,627 | $4,078+13.4% | $4,693-1.4% | $2,654+74.4% |
| Participant deferral / active EE | $7,721 | $7,985-3.3% | $7,997-3.5% | $4,375+76.5% |
| Admin fee / account holder | $346 | $548-36.8% | $13,435-97.4% | $834-58.5% |