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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,602 |
Service code 10 6149 N MEEKER PL STE 250 · BOISE, ID 83713 | Accounting | $11,550 |
PINNACLE PENSION SERVICES5 years Service code 13 3101 W MAIN ST · BOISE, ID 83702 | Contract Administrator | $11,382 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $4,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,806 | $50,815-65.0% | $155,509-88.5% | $77,643-77.1% |
| Participation rate | 45.4% | 63.1%-17.7pp | 78.2%-32.8pp | 70.6%-25.2pp |
| Annual return | 10.36% | 34.80%-24.4pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $461 | $1,993-76.9% | $4,672-90.1% | $2,726-83.1% |
| Participant deferral / active EE | $1,235 | $2,822-56.2% | $5,626-78.0% | $4,647-73.4% |
| Admin fee / account holder | $289 | $437-33.9% | $15,912-98.2% | $430-33.0% |