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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $294,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $160,151 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $99,560 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $97,282 |
Service code 99 · EIN 82-1971348 | Other Fees | $13,003 |
Service code 99 · EIN 88-0967642 | Other Fees | $6,006 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,921 | $122,186+161.0% | $146,958+117.0% | $199,593+59.8% |
| Participation rate | 89.6% | 78.3%+11.3pp | 82.2%+7.4pp | 72.0%+17.6pp |
| Annual return | 15.86% | 30.56%-14.7pp | 418.34%-402.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $7,121 | $4,093+74.0% | $4,933+44.3% | $3,034+134.7% |
| Participant deferral / active EE | $15,085 | $8,502+77.4% | $8,070+86.9% | $5,087+196.5% |
| Admin fee / account holder | $129 | $179-28.1% | $12,998-99.0% | $269-52.2% |