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 Service code 15 · EIN 84-0467907 | Recordkeeping | $33,474 |
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 | $38,920 | $47,126-17.4% | $149,673-74.0% | $74,419-47.7% |
| Participation rate | 96.4% | 63.4%+33.0pp | 78.8%+17.6pp | 70.7%+25.7pp |
| Annual return | 15.94% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $894 | $1,905-53.1% | $4,818-81.4% | $2,637-66.1% |
| Participant deferral / active EE | $4,813 | $2,728+76.4% | $5,680-15.3% | $4,528+6.3% |
| Admin fee / account holder | $69 | $343-79.8% | $13,210-99.5% | $348-80.1% |