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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $647,086 |
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $120,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $91,695 |
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 | $63,885 | $67,679-5.6% | $155,509-58.9% | $99,062-35.5% |
| Participation rate | 92.3% | 67.2%+25.1pp | 78.2%+14.1pp | 71.6%+20.7pp |
| Annual return | 15.17% | 16.16%-1.0pp | 64.67%-49.5pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,732 | $2,268+20.4% | $4,672-41.5% | $3,262-16.2% |
| Participant deferral / active EE | $3,781 | $3,828-1.2% | $5,626-32.8% | $5,331-29.1% |
| Admin fee / account holder | $123 | $94+31.8% | $15,912-99.2% | $109+13.3% |