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 | $42,722 |
Filed as: PRIME PENSIONS NORTHWEST LLC Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $6,845 |
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 | $68,811 | $79,171-13.1% | $102,423-32.8% | $74,495-7.6% |
| Participation rate | 63.6% | 74.8%-11.2pp | 76.5%-12.9pp | 67.2%-3.6pp |
| Annual return | 15.67% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $918 | $2,362-61.2% | $3,023-69.6% | $2,623-65.0% |
| Participant deferral / active EE | $2,910 | $4,415-34.1% | $5,053-42.4% | $4,346-33.0% |
| Admin fee / account holder | $205 | $2,001-89.7% | $9,451-97.8% | $1,942-89.4% |