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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,147 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $31,149 |
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 | $42,583 | $94,876-55.1% | $82,389-48.3% | $102,872-58.6% |
| Participation rate | 96.6% | 70.6%+26.0pp | 69.5%+27.1pp | 73.0%+23.6pp |
| Annual return | 14.98% | 17.83%-2.8pp | 28.67%-13.7pp | 19.06%-4.1pp |
| Employer contribution / active EE | $755 | $3,789-80.1% | $2,517-70.0% | $3,526-78.6% |
| Participant deferral / active EE | $3,611 | $4,496-19.7% | $4,155-13.1% | $5,535-34.8% |
| Admin fee / account holder | $113 | $214-47.3% | $7,231-98.4% | $292-61.4% |