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 | $33,941 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,191 |
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 | $25,489 | $50,982-50.0% | $154,803-83.5% | $85,563-70.2% |
| Participation rate | 93.1% | 59.8%+33.3pp | 78.1%+15.0pp | 66.0%+27.1pp |
| Annual return | 18.57% | 30.35%-11.8pp | 58.88%-40.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $871 | $1,708-49.0% | $4,305-79.8% | $2,654-67.2% |
| Participant deferral / active EE | $3,481 | $2,474+40.7% | $5,540-37.2% | $4,375-20.4% |
| Admin fee / account holder | $85 | $846-90.0% | $14,329-99.4% | $834-89.8% |