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 | $73,072 |
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $51,840 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,159 |
EIDE BAILLY LLP5 years Service code 16 PO BOX 88678 · MILWAUKEE, WI 53288 | Consulting | $16,750 |
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 | $31,040 | $89,588-65.4% | $136,007-77.2% | $77,643-60.0% |
| Participation rate | 87.9% | 74.3%+13.6pp | 76.5%+11.5pp | 70.6%+17.4pp |
| Annual return | 12.69% | 17.42%-4.7pp | 579.32%-566.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,130 | $3,491-67.6% | $4,217-73.2% | $2,726-58.5% |
| Participant deferral / active EE | $6,603 | $5,591+18.1% | $7,025-6.0% | $4,647+42.1% |
| Admin fee / account holder | $152 | $539-71.8% | $6,858-97.8% | $430-64.7% |