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 | $181,056 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-1455663 | Recordkeeping | $176,834 |
COHNREZNICK LLP3 years Service code 10 · EIN 33-4144829 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $40,690 |
Filed as: LOCKTON COMPANIES LLC Service code 22 5411 ROSS AVE · DALLAS, TX 75201 | Insurance Broker | $31,435 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $28,170 |
Service code 17 · EIN 20-4780677 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Pension Consulting | $1,250 |
Employer contribution per participant 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 | $70,607 | $110,299-36.0% | $102,423-31.1% | $199,593-64.6% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 13.18% | 35.73%-22.6pp | 29.32%-16.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,206 | $3,603-66.5% | $3,023-60.1% | $3,034-60.3% |
| Participant deferral / active EE | $4,653 | $6,376-27.0% | $5,053-7.9% | $5,087-8.5% |
| Admin fee / account holder | $109 | $122-11.0% | $9,451-98.8% | $269-59.5% |