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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,691 | $65,557-53.2% | $64,056-52.1% | $71,457-57.0% |
| Participation rate | 40.3% | 73.2%-32.9pp | 72.3%-32.0pp | 67.9%-27.7pp |
| Annual return | 16.57% | 18.94%-2.4pp | 33.69%-17.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $918 | $2,669-65.6% | $2,747-66.6% | $2,588-64.5% |
| Participant deferral / active EE | $1,825 | $3,626-49.7% | $3,880-53.0% | $4,289-57.5% |
| Admin fee / account holder | $175 | $616-71.6% | $3,068-94.3% | $1,587-89.0% |