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) | $273,958 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $100,752 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $13,779 |
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 | $303,088 | $107,459+182.0% | $135,903+123.0% | $80,160+278.1% |
| Participation rate | 87.7% | 78.0%+9.6pp | 81.9%+5.8pp | 72.9%+14.8pp |
| Annual return | 17.98% | 91.91%-73.9pp | 68.23%-50.2pp | 40.38%-22.4pp |
| Employer contribution / active EE | $6,428 | $3,877+65.8% | $4,856+32.4% | $2,978+115.9% |
| Participant deferral / active EE | $15,122 | $8,195+84.5% | $7,758+94.9% | $5,017+201.4% |
| Admin fee / account holder | $93 | $127-26.9% | $10,762-99.1% | $145-36.0% |