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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,196,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112,599 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $59,538 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 25793 NETWORK PLACE · CHICAGO, IL 60661 | Accounting | $35,500 |
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 | $146,649 | $128,056+14.5% | $146,958-0.2% | $106,382+37.9% |
| Participation rate | 22.8% | 67.2%-44.4pp | 82.2%-59.3pp | 69.9%-47.1pp |
| Annual return | 13.97% | 17.89%-3.9pp | 418.34%-404.4pp | 17.37%-3.4pp |
| Employer contribution / active EE | $3,314 | $3,384-2.1% | $4,933-32.8% | $3,364-1.5% |
| Participant deferral / active EE | $9,402 | $7,674+22.5% | $8,070+16.5% | $5,569+68.8% |
| Admin fee / account holder | $115 | $89+29.4% | $12,998-99.1% | $79+44.7% |