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 | $66,098-41.3% | $101,794-61.9% | $74,304-47.8% |
| Participation rate | 30.0% | 53.8%-23.8pp | 69.2%-39.2pp | 60.3%-30.4pp |
| Annual return | 17.98% | 19.59%-1.6pp | 30.53%-12.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $946 | $1,082-12.6% | $2,289-58.7% | $2,241-57.8% |
| Participant deferral / active EE | $1,409 | $2,781-49.3% | $4,084-65.5% | $3,767-62.6% |
| Admin fee / account holder | $291 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |