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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $344,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $127,648 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $45,896 |
GOLDGRAB CPA PLLC2 years Service code 27 46 STAUDERMAN AVE 3RD FL · LYNBROOK, NY 11563 | Advisory (Plan) | $30,000 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $76,278 | $122,693-37.8% | $184,203-58.6% | $199,593-61.8% |
| Participation rate | 98.1% | 86.8%+11.4pp | 86.8%+11.3pp | 72.0%+26.2pp |
| Annual return | 15.85% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,249 | $4,584-51.0% | $6,427-65.0% | $3,034-25.9% |
| Participant deferral / active EE | $7,722 | $7,990-3.4% | $9,131-15.4% | $5,087+51.8% |
| Admin fee / account holder | $92 | $121-24.1% | $13,901-99.3% | $269-66.0% |