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 3-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 ANN INS CO OF AMERICA Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $2,296,696 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,062 | $152,104+5.9% | $184,203-12.6% | $106,382+51.4% |
| Participation rate | 95.2% | 85.9%+9.3pp | 86.8%+8.4pp | 69.9%+25.3pp |
| Annual return | 12.40% | 20.70%-8.3pp | 28.81%-16.4pp | 17.37%-5.0pp |
| Employer contribution / active EE | $4,486 | $5,326-15.8% | $6,427-30.2% | $3,364+33.4% |
| Participant deferral / active EE | $8,362 | $8,559-2.3% | $9,131-8.4% | $5,569+50.2% |
| Admin fee / account holder | $25 | $103-75.6% | $13,901-99.8% | $79-68.5% |