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 7-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 | $350,419 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $130,908 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,371 | $131,639-37.4% | $112,040-26.5% | $103,975-20.8% |
| Participation rate | 95.7% | 88.3%+7.4pp | 76.5%+19.2pp | 72.5%+23.2pp |
| Annual return | 16.13% | 14.57%+1.6pp | 24.52%-8.4pp | 19.41%-3.3pp |
| Employer contribution / active EE | $1,761 | $3,865-54.4% | $2,954-40.4% | $3,722-52.7% |
| Participant deferral / active EE | $3,667 | $6,986-47.5% | $5,098-28.1% | $5,343-31.4% |
| Admin fee / account holder | $100 | $134-25.4% | $12,098-99.2% | $332-69.9% |