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 26 · EIN 84-1532243 | Advisory (Participants) | $578,901 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $126,070 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $26,074 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $9,210 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,125 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $435 |
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 | $177,802 | $153,281+16.0% | $93,789+89.6% | $77,904+128.2% |
| Participation rate | 97.9% | 92.2%+5.7pp | 81.0%+16.9pp | 73.7%+24.2pp |
| Annual return | -12.69% | -5.55%-7.1pp | -11.33%-1.4pp | 12.21%-24.9pp |
| Employer contribution / active EE | $5,728 | $5,690+0.7% | $4,323+32.5% | $2,848+101.1% |
| Participant deferral / active EE | $10,289 | $9,364+9.9% | $6,094+68.8% | $4,806+114.1% |
| Admin fee / account holder | $185 | $114+62.6% | $7,195-97.4% | $133+39.9% |