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 |
|---|---|---|
Service code 55 | Other Commissions | $103,357 |
Filed as: EMPOWER ADVISORY FROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,898 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,120 |
TRUOG-RYDING COMPANY, INC.11+ years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $17,998 |
KIMBERLIN COMPANY, PLLC6 years Filed as: KIMBERLIN COMPANY PLLC Service code 10 6150 W GILA SPRINGS PL, UNIT 24 · CHANDLER, AZ 85226 | Accounting | $13,500 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 25 P.O.BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $1,719 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE. 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $53,992 | $123,077-56.1% | $116,228-53.5% | $102,872-47.5% |
| Participation rate | 93.7% | 87.0%+6.7pp | 74.6%+19.2pp | 73.0%+20.7pp |
| Annual return | 18.66% | 15.84%+2.8pp | 90.06%-71.4pp | 19.06%-0.4pp |
| Employer contribution / active EE | $1,596 | $4,380-63.6% | $2,994-46.7% | $3,526-54.7% |
| Participant deferral / active EE | $5,286 | $6,746-21.6% | $4,953+6.7% | $5,535-4.5% |
| Admin fee / account holder | $35 | $115-69.5% | $11,989-99.7% | $292-88.0% |