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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,975 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $92,503 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN SECURITIES Service code 71 · EIN 13-4994650 | Brokerage Fees | $12,635 |
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 | $269,501 | $95,388+182.5% | $125,339+115.0% | $77,904+245.9% |
| Participation rate | 86.5% | 78.6%+7.9pp | 82.4%+4.1pp | 73.7%+12.8pp |
| Annual return | -14.94% | 116.19%-131.1pp | 572.05%-587.0pp | 12.21%-27.1pp |
| Employer contribution / active EE | $5,329 | $3,666+45.3% | $4,814+10.7% | $2,848+87.1% |
| Participant deferral / active EE | $13,398 | $7,711+73.7% | $7,446+79.9% | $4,806+178.8% |
| Admin fee / account holder | $96 | $119-19.6% | $10,010-99.0% | $133-27.9% |