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 9-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 15 · EIN 84-0467907 | Recordkeeping | $28,614 |
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 | $139,848 | $56,503+147.5% | $70,092+99.5% | $64,808+115.8% |
| Participation rate | 98.4% | 70.5%+27.9pp | 70.5%+27.9pp | 71.5%+26.9pp |
| Annual return | -13.81% | -13.44%-0.4pp | 190.73%-204.5pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,672 | $2,046+79.4% | $2,559+43.5% | $2,506+46.5% |
| Participant deferral / active EE | $4,669 | $3,389+37.8% | $3,849+21.3% | $4,310+8.3% |
| Admin fee / account holder | $40 | $160-74.9% | $6,267-99.4% | $188-78.5% |