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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $173,635 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-1455663 | Recordkeeping | $153,727 |
COHNREZNICK LLP1 year Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $36,750 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $13,250 |
PORTFOLIO EVALUATIONS, INC.6 years Service code 99 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Other Fees | $13,250 |
RSM US LLP4 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,000 |
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 | $53,663 | $130,141-58.8% | $86,677-38.1% | $77,904-31.1% |
| Participation rate | 95.2% | 85.9%+9.2pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -16.91% | -12.75%-4.2pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,264 | $3,220-60.7% | $2,836-55.4% | $2,848-55.6% |
| Participant deferral / active EE | $4,654 | $5,757-19.2% | $4,6560% | $4,806-3.2% |
| Admin fee / account holder | $77 | $132-41.2% | $7,493-99.0% | $133-41.5% |