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 COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $196,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $112,114 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $99,991 |
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 | $144,282 | $145,877-1.1% | $150,045-3.8% | $102,872+40.3% |
| Participation rate | 94.6% | 79.8%+14.8pp | 82.3%+12.3pp | 73.0%+21.6pp |
| Annual return | 18.32% | 21.37%-3.1pp | 62.55%-44.2pp | 19.06%-0.7pp |
| Employer contribution / active EE | $1,939 | $4,710-58.8% | $4,693-58.7% | $3,526-45.0% |
| Participant deferral / active EE | $10,177 | $9,491+7.2% | $7,997+27.3% | $5,535+83.9% |
| Admin fee / account holder | $79 | $176-55.2% | $13,435-99.4% | $292-73.0% |