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 | $33,733 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $22,008 |
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 | $46,334 | $61,272-24.4% | $149,673-69.0% | $71,457-35.2% |
| Participation rate | 35.0% | 62.5%-27.5pp | 78.8%-43.8pp | 67.9%-32.9pp |
| Annual return | 19.03% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $931 | $2,378-60.8% | $4,818-80.7% | $2,588-64.0% |
| Participant deferral / active EE | $1,555 | $2,917-46.7% | $5,680-72.6% | $4,289-63.8% |
| Admin fee / account holder | $226 | $1,261-82.1% | $13,210-98.3% | $1,587-85.7% |