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 | $44,839 |
VALMARK ADVISERS INC7 years Service code 27 130 SPRINGSIDE DR STE 300 · AKRON, OH 44333 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,047 |
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 | $35,500 | $49,808-28.7% | $95,745-62.9% | $74,419-52.3% |
| Participation rate | 95.9% | 66.6%+29.3pp | 72.3%+23.6pp | 70.7%+25.2pp |
| Annual return | 18.58% | 24.91%-6.3pp | 28.35%-9.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $800 | $1,639-51.2% | $2,835-71.8% | $2,637-69.7% |
| Participant deferral / active EE | $2,804 | $3,739-25.0% | $4,245-33.9% | $4,528-38.1% |
| Admin fee / account holder | $156 | $311-49.8% | $5,678-97.2% | $348-55.1% |