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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,996 |
Service code 27 27 GARDEN STREET, SUITE 1A · DANVERS, MA 01923 | Advisory (Plan) | $23,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,585 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $112,685 | $130,141-13.4% | $86,677+30.0% | $77,904+44.6% |
| Participation rate | 94.4% | 85.9%+8.4pp | 76.6%+17.8pp | 73.7%+20.7pp |
| Annual return | -15.98% | -12.75%-3.2pp | 35.91%-51.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $3,729 | $3,220+15.8% | $2,836+31.5% | $2,848+30.9% |
| Participant deferral / active EE | $7,530 | $5,757+30.8% | $4,656+61.7% | $4,806+56.7% |
| Admin fee / account holder | $121 | $132-8.3% | $7,493-98.4% | $133-8.8% |