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 | $159,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,512 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $79,408 |
MARCUM LLP4 years Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $15,450 |
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 | $83,914 | $122,186-31.3% | $146,958-42.9% | $199,593-58.0% |
| Participation rate | 96.4% | 78.3%+18.1pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 14.01% | 30.56%-16.6pp | 418.34%-404.3pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,500 | $4,093-38.9% | $4,933-49.3% | $3,034-17.6% |
| Participant deferral / active EE | $8,067 | $8,502-5.1% | $8,0700% | $5,087+58.6% |
| Admin fee / account holder | $199 | $179+11.6% | $12,998-98.5% | $269-25.8% |