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 | $321,153 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,920 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,500 |
CARON & BLETZER, PLLC7 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $16,400 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $12,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,361 | $53,136-61.7% | $155,509-86.9% | $199,593-89.8% |
| Participation rate | 92.4% | 64.1%+28.3pp | 78.2%+14.2pp | 72.0%+20.4pp |
| Annual return | 16.02% | 41.15%-25.1pp | 64.67%-48.6pp | 34.25%-18.2pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,867 | $3,161-9.3% | $5,626-49.0% | $5,087-43.6% |
| Admin fee / account holder | $112 | $185-39.6% | $15,912-99.3% | $269-58.3% |