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 CO. OF AM Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,506 |
Filed as: PRIME PENSIONS NORTHWEST LLC Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $11,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,453 | $76,050-24.5% | $96,544-40.5% | $71,457-19.6% |
| Participation rate | 65.8% | 74.4%-8.6pp | 76.0%-10.1pp | 67.9%-2.1pp |
| Annual return | 21.01% | 22.81%-1.8pp | 25.84%-4.8pp | 28.85%-7.8pp |
| Employer contribution / active EE | $678 | $2,244-69.8% | $2,965-77.1% | $2,588-73.8% |
| Participant deferral / active EE | $2,652 | $4,215-37.1% | $4,851-45.3% | $4,289-38.2% |
| Admin fee / account holder | $194 | $2,707-92.8% | $8,252-97.6% | $1,587-87.8% |