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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,739 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,121 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $30,000 |
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 | $113,664 | $66,457+71.0% | $81,382+39.7% | $77,643+46.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 69.5%+26.7pp | 70.6%+25.7pp |
| Annual return | 13.45% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,822 | $2,159+77.0% | $2,463+55.2% | $2,726+40.2% |
| Participant deferral / active EE | $7,934 | $3,679+115.6% | $3,883+104.3% | $4,647+70.7% |
| Admin fee / account holder | $250 | $583-57.1% | $5,768-95.7% | $430-42.0% |