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 OF AME Service code 15 · EIN 84-0467907 | Recordkeeping | $477,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $162,673 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 13 DEPT 3570 BOX 4410 · WOBURN, MA 01088 | Contract Administrator | $100,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 225 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Accounting | $68,250 |
Annual investment return 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 | $164,789 | $83,158+98.2% | $167,512-1.6% | $102,872+60.2% |
| Participation rate | 97.0% | 70.1%+26.9pp | 77.1%+19.9pp | 73.0%+24.0pp |
| Annual return | 15.42% | 21.37%-6.0pp | 1615.79%-1600.4pp | 19.06%-3.6pp |
| Employer contribution / active EE | $7,375 | $2,233+230.3% | $3,882+90.0% | $3,526+109.1% |
| Participant deferral / active EE | $11,917 | $5,132+132.2% | $6,405+86.1% | $5,535+115.3% |
| Admin fee / account holder | $98 | $109-10.1% | $9,769-99.0% | $292-66.4% |