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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,211 |
NYDIA RETIREMENT SOLUTIONS1 year Service code 13 · EIN 86-1001235 7600 N 16TH STREET · PHOENIX, AZ 85020 | Contract Administrator | $2,250 |
Filed as: EMPOWER ADVIORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,830 | $50,982-51.3% | $154,803-84.0% | $85,563-71.0% |
| Participation rate | 51.5% | 59.8%-8.3pp | 78.1%-26.6pp | 66.0%-14.5pp |
| Annual return | 22.66% | 30.35%-7.7pp | 58.88%-36.2pp | 31.51%-8.9pp |
| Employer contribution / active EE | $579 | $1,708-66.1% | $4,305-86.6% | $2,654-78.2% |
| Participant deferral / active EE | $1,845 | $2,474-25.4% | $5,540-66.7% | $4,375-57.8% |
| Admin fee / account holder | $63 | $846-92.6% | $14,329-99.6% | $834-92.5% |