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 8-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $267,198 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $34,994 |
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 | $45,357 | $55,331-18.0% | $81,812-44.6% | $199,593-77.3% |
| Participation rate | 96.9% | 62.5%+34.4pp | 72.3%+24.6pp | 72.0%+24.9pp |
| Annual return | 15.81% | 19.59%-3.8pp | 773.79%-758.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,183 | $2,101+3.9% | $2,912-25.0% | $3,034-28.1% |
| Participant deferral / active EE | $5,086 | $3,283+54.9% | $4,319+17.8% | $5,0870% |
| Admin fee / account holder | $107 | $346-69.2% | $7,386-98.6% | $269-60.4% |