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 | $199,792 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,311 |
CARON & BLETZER, PLLC5 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,100 |
Filed as: GWFS EQUITIES INC Service code 38 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $10 |
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 | $16,185 | $45,000-64.0% | $143,757-88.7% | $77,904-79.2% |
| Participation rate | 92.1% | 66.8%+25.3pp | 80.3%+11.8pp | 73.7%+18.4pp |
| Annual return | -16.83% | 29.03%-45.9pp | -0.04%-16.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,734 | $3,157-13.4% | $5,637-51.5% | $4,806-43.1% |
| Admin fee / account holder | $95 | $98-3.1% | $14,673-99.3% | $133-28.0% |