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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,936 |
LINSCO/PRIVATE LEDGER CORP8 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $4,681 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,956 | $26,114-58.0% | $58,482-81.3% | $74,419-85.3% |
| Participation rate | 19.7% | 32.1%-12.4pp | 50.9%-31.1pp | 70.7%-51.0pp |
| Annual return | 17.24% | 32.51%-15.3pp | 4239.32%-4222.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $171 | $536-68.0% | $1,053-83.8% | $2,637-93.5% |
| Participant deferral / active EE | $637 | $1,075-40.8% | $1,924-66.9% | $4,528-85.9% |
| Admin fee / account holder | $44 | $649-93.3% | $2,516-98.3% | $348-87.4% |