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 3-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 | $207,531 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $91,423 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $75,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,954 |
FORVIS MAZARS, LLP1 year Filed as: WEISER LLP Service code 99 60 CROSSWAYS PARK DR W STE 301 · WOODBURY, NY 117979816 | Other Fees | $27,508 |
Filed as: THE HOWARD E NYHART CO INC Service code 99 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Other Fees | $4,581 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,405 | $52,224-47.5% | $88,946-69.2% | $102,872-73.4% |
| Participation rate | 94.5% | 40.8%+53.7pp | 68.8%+25.6pp | 73.0%+21.4pp |
| Annual return | 6.02% | 16.96%-10.9pp | 57.82%-51.8pp | 19.06%-13.0pp |
| Employer contribution / active EE | $438 | $1,241-64.7% | $2,555-82.9% | $3,526-87.6% |
| Participant deferral / active EE | $3,683 | $2,611+41.0% | $4,581-19.6% | $5,535-33.5% |
| Admin fee / account holder | $86 | $1,723-95.0% | $8,261-99.0% | $292-70.7% |