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 | $460,676 |
LT TRUST COMPANY8 years Filed as: MG TRUST COMPANY Service code 26 717 17TH STREET #1300 · DENVER, CO 80202 | Advisory (Participants) | $206,405 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 13 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Contract Administrator | $100,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $93,855 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $68,250 |
WINSTON & STRAWN LLP1 year Service code 29 101 CALIFORNIA STREET · SAN FRANCISCO, CA 941115802 | Legal | $26,229 |
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 | $150,918 | $58,644+157.3% | $177,989-15.2% | $199,593-24.4% |
| Participation rate | 96.1% | 65.5%+30.6pp | 77.1%+19.0pp | 72.0%+24.1pp |
| Annual return | 14.89% | 19.25%-4.4pp | 294.48%-279.6pp | 34.25%-19.4pp |
| Employer contribution / active EE | $7,517 | $1,801+317.3% | $3,949+90.4% | $3,034+147.7% |
| Participant deferral / active EE | $12,045 | $4,248+183.6% | $6,276+91.9% | $5,087+136.8% |
| Admin fee / account holder | $118 | $145-19.1% | $10,363-98.9% | $269-56.2% |