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 | $180,867 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,429 |
Filed as: COMMONWEALTH FINANCIAL NETWOOK Service code 27 27 GARDEN STREET, SUITE 1A · DANVERS, MA 01923 | Advisory (Plan) | $31,705 |
MCCARTER & ENGLISH5 years Filed as: MCCARTER & ENGLISH LLP Service code 29 FOUR GTWY CTR 100 MULBERRY ST · NEWARK, NJ 07102 | Legal | $3,160 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $127,875 | $110,299+15.9% | $102,423+24.8% | $199,593-35.9% |
| Participation rate | 91.2% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 16.47% | 35.73%-19.3pp | 29.32%-12.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,753 | $3,603+4.1% | $3,023+24.1% | $3,034+23.7% |
| Participant deferral / active EE | $7,808 | $6,376+22.5% | $5,053+54.5% | $5,087+53.5% |
| Admin fee / account holder | $174 | $122+42.0% | $9,451-98.2% | $269-35.4% |