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 | $46,331 |
Service code 10 6149 NORTH MEEKER PLACE · BOISE, ID 83713 | Accounting | $11,600 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $5,438 |
PINNACLE PENSION SERVICES6 years Service code 13 3101 WEST MAIN STREET · BOISE, ID 83702 | Contract Administrator | $4,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,997 | $50,982-52.9% | $154,803-84.5% | $85,563-72.0% |
| Participation rate | 41.0% | 59.8%-18.7pp | 78.1%-37.0pp | 66.0%-24.9pp |
| Annual return | 24.23% | 30.35%-6.1pp | 58.88%-34.6pp | 31.51%-7.3pp |
| Employer contribution / active EE | $442 | $1,708-74.1% | $4,305-89.7% | $2,654-83.3% |
| Participant deferral / active EE | $1,095 | $2,474-55.7% | $5,540-80.2% | $4,375-75.0% |
| Admin fee / account holder | $162 | $846-80.8% | $14,329-98.9% | $834-80.6% |