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 | $51,920 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $20,526 |
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 | $69,960 | $108,719-35.7% | $101,326-31.0% | $85,563-18.2% |
| Participation rate | 97.4% | 80.9%+16.5pp | 81.5%+15.9pp | 66.0%+31.4pp |
| Annual return | 23.39% | 20.95%+2.4pp | 36.82%-13.4pp | 31.51%-8.1pp |
| Employer contribution / active EE | $2,433 | $3,114-21.9% | $3,665-33.6% | $2,654-8.3% |
| Participant deferral / active EE | $19,102 | $8,545+123.5% | $7,994+139.0% | $4,375+336.6% |
| Admin fee / account holder | $174 | $685-74.6% | $11,185-98.4% | $834-79.1% |