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 | $107,741-35.1% | $96,576-27.6% | $79,634-12.1% |
| Participation rate | 97.4% | 79.1%+18.3pp | 81.4%+15.9pp | 62.5%+34.9pp |
| Annual return | 23.39% | 19.24%+4.1pp | 38.47%-15.1pp | 36.46%-13.1pp |
| Employer contribution / active EE | $2,433 | $2,991-18.7% | $3,553-31.5% | $2,529-3.8% |
| Participant deferral / active EE | $19,102 | $7,899+141.8% | $7,956+140.1% | $3,835+398.2% |
| Admin fee / account holder | $174 | $1,150-84.9% | $11,381-98.5% | $1,002-82.6% |