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 7-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) | $1,088,482 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $394,814 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS INC Service code 27 PO BOX 4142, CHURCH STREET STATION · NEW YORK, NY 102614142 | Advisory (Plan) | $73,728 |
Service code 10 1345 AVENUE OF AMERICAS · NEW YORK, NY 10105 | Accounting | $30,078 |
WILLIS TOWERS WATSON US LLC5 years Service code 10 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Accounting | $12,697 |
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 | $152,681 | $99,062+54.1% | $136,007+12.3% | $99,062+54.1% |
| Participation rate | 86.7% | 71.6%+15.1pp | 76.5%+10.2pp | 71.6%+15.1pp |
| Annual return | 13.63% | 17.66%-4.0pp | 579.32%-565.7pp | 17.66%-4.0pp |
| Employer contribution / active EE | $3,298 | $3,262+1.1% | $4,217-21.8% | $3,262+1.1% |
| Participant deferral / active EE | $6,451 | $5,331+21.0% | $7,025-8.2% | $5,331+21.0% |
| Admin fee / account holder | $103 | $109-5.5% | $6,858-98.5% | $109-5.5% |