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 26 · EIN 84-1532243 | Advisory (Participants) | $685,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $261,301 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $60,000 |
Annual investment return 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 | $196,998 | $128,899+52.8% | $113,168+74.1% | $102,872+91.5% |
| Participation rate | 97.2% | 87.0%+10.1pp | 76.6%+20.6pp | 73.0%+24.1pp |
| Annual return | 3.45% | 15.88%-12.4pp | 24.27%-20.8pp | 19.06%-15.6pp |
| Employer contribution / active EE | $6,687 | $3,713+80.1% | $2,975+124.8% | $3,526+89.6% |
| Participant deferral / active EE | $16,170 | $6,787+138.3% | $5,107+216.6% | $5,535+192.2% |
| Admin fee / account holder | $170 | $129+31.4% | $12,068-98.6% | $292-41.8% |