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 | $34,140 |
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 | $45,736 | $50,815-10.0% | $155,509-70.6% | $77,643-41.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.93% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $700 | $1,993-64.9% | $4,672-85.0% | $2,726-74.3% |
| Participant deferral / active EE | $5,845 | $2,822+107.1% | $5,626+3.9% | $4,647+25.8% |
| Admin fee / account holder | $77 | $437-82.5% | $15,912-99.5% | $430-82.2% |