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 | $461,363 |
LT TRUST COMPANY7 years Filed as: MG TRUST COMPANY Service code 26 717 17TH STREET #1300 · DENVER, CO 80202 | Advisory (Participants) | $397,608 |
GOODWIN PROCTER LLP5 years Filed as: GOODWIN PROCTER, LLP Service code 29 · EIN 04-1378465 | Legal | $40,856 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $34,088 |
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 | $134,682 | $103,482+30.1% | $169,368-20.5% | $103,482+30.1% |
| Participation rate | 97.2% | 73.3%+24.0pp | 77.1%+20.1pp | 73.3%+24.0pp |
| Annual return | 17.69% | 33.11%-15.4pp | 405.60%-387.9pp | 33.11%-15.4pp |
| Employer contribution / active EE | $7,460 | $3,208+132.5% | $4,013+85.9% | $3,208+132.5% |
| Participant deferral / active EE | $11,990 | $5,207+130.2% | $6,221+92.7% | $5,207+130.2% |
| Admin fee / account holder | $121 | $114+6.0% | $9,003-98.7% | $114+6.0% |