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 15 · EIN 84-0467907 | Recordkeeping | $157,662 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $75,081 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,425 |
Filed as: QDRO CONSULTANTS Service code 13 · EIN 34-1820650 | Contract Administrator | $300 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 | Shareholder Servicing | $0 |
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 | $158,083 | $128,899+22.6% | $113,168+39.7% | $102,872+53.7% |
| Participation rate | 96.7% | 87.0%+9.6pp | 76.6%+20.1pp | 73.0%+23.6pp |
| Annual return | 17.34% | 15.88%+1.5pp | 24.27%-6.9pp | 19.06%-1.7pp |
| Employer contribution / active EE | $4,541 | $3,713+22.3% | $2,975+52.6% | $3,526+28.8% |
| Participant deferral / active EE | $10,022 | $6,787+47.7% | $5,107+96.2% | $5,535+81.1% |
| Admin fee / account holder | $105 | $129-19.0% | $12,068-99.1% | $292-64.1% |