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 | $30,596 |
TRUOG-RYDING COMPANY, INC.7 years Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $15,707 |
Service code 55 141 W. GREEN ST. · PASADENA, CA 91105 | Other Commissions | $13,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,856 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,198 | $73,004-36.7% | $90,749-49.1% | $68,494-32.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.56% | -13.81%+1.2pp | -12.16%-0.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,382 | $3,627+76.0% | $4,564+39.8% | $4,027+58.5% |
| Admin fee / account holder | $214 | $5,896-96.4% | $8,445-97.5% | $5,403-96.0% |