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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,612 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,210 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,651 | $72,254-60.3% | $86,677-66.9% | $64,808-55.8% |
| Participation rate | 94.8% | 80.4%+14.3pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -16.30% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,246 | $2,393-47.9% | $2,836-56.1% | $2,506-50.3% |
| Participant deferral / active EE | $3,094 | $4,658-33.6% | $4,656-33.5% | $4,310-28.2% |
| Admin fee / account holder | $198 | $174+13.8% | $7,493-97.4% | $188+5.3% |