Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $57,210 |
HANTZ AGENCY LLC4+ years Service code 55 26200 AMERICAN DR FL 5TH · SOUTHFIELD, MI 48034 | Other Commissions | $27,757 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,365 | $101,499-37.6% | $147,005-56.9% | $74,546-15.0% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 19.47% | 8732.34%-8712.9pp | 418.76%-399.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $1,060 | $3,811-72.2% | $4,934-78.5% | $2,624-59.6% |
| Participant deferral / active EE | $5,604 | $7,304-23.3% | $8,070-30.6% | $4,347+28.9% |
| Admin fee / account holder | $240 | $1,748-86.2% | $13,006-98.2% | $1,944-87.6% |