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 | $56,767-0.2% | $101,794-44.4% | $85,563-33.8% |
| Participation rate | 21.5% | 57.6%-36.0pp | 69.2%-47.6pp | 66.0%-44.4pp |
| Annual return | 16.71% | 17.76%-1.1pp | 30.53%-13.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $315 | $1,112-71.6% | $2,289-86.2% | $2,654-88.1% |
| Participant deferral / active EE | $971 | $2,720-64.3% | $4,084-76.2% | $4,375-77.8% |
| Admin fee / account holder | $288 | $1,098-73.8% | $8,777-96.7% | $834-65.4% |