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 |
|---|---|---|
EVERHART ADVISORS3 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $26,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,316 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $75,148 | $59,417+26.5% | $93,606-19.7% | $74,495+0.9% |
| Participation rate | 66.9% | 59.7%+7.2pp | 68.7%-1.8pp | 67.2%-0.3pp |
| Annual return | 10.84% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $822 | $1,264-34.9% | $2,420-66.0% | $2,623-68.7% |
| Participant deferral / active EE | $4,410 | $3,050+44.6% | $4,4110% | $4,346+1.5% |
| Admin fee / account holder | $230 | $3,021-92.4% | $8,285-97.2% | $1,942-88.1% |