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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,550 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,808 | $65,246-40.5% | $98,716-60.7% | $67,986-42.9% |
| Participation rate | 30.0% | 51.4%-21.5pp | 69.3%-39.3pp | 57.2%-27.2pp |
| Annual return | 17.98% | 20.58%-2.6pp | 31.81%-13.8pp | 31.67%-13.7pp |
| Employer contribution / active EE | $946 | $1,042-9.2% | $2,279-58.5% | $2,019-53.2% |
| Participant deferral / active EE | $1,409 | $2,594-45.7% | $4,048-65.2% | $3,358-58.0% |
| Admin fee / account holder | $291 | $4,561-93.6% | $8,703-96.7% | $3,203-90.9% |