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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $36,066 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,644 | $56,047+1.1% | $98,716-42.6% | $79,634-28.9% |
| Participation rate | 21.5% | 54.6%-33.1pp | 69.3%-47.7pp | 62.5%-40.9pp |
| Annual return | 16.71% | 17.58%-0.9pp | 31.81%-15.1pp | 36.46%-19.8pp |
| Employer contribution / active EE | $315 | $1,237-74.5% | $2,279-86.2% | $2,529-87.5% |
| Participant deferral / active EE | $971 | $2,469-60.7% | $4,048-76.0% | $3,835-74.7% |
| Admin fee / account holder | $288 | $1,512-80.9% | $8,703-96.7% | $1,002-71.2% |