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 15 · EIN 84-1532243 | Recordkeeping | $290,862 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $32,080 |
P KEENAN8 years Service code 14 · EIN 35-1773526 | Plan Administrator | $32,050 |
MARQUETTE ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
HAGBERG & ASSOCIATES11+ years Service code 29 · EIN 01-0598991 | Legal | $11,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,015 | $95,880+368.3% | $107,525+317.6% | $85,563+424.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 16.85% | 68.06%-51.2pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $15,819 | $3,812+315.0% | $3,754+321.5% | $2,654+496.2% |
| Participant deferral / active EE | $47 | $4,201-98.9% | $5,116-99.1% | $4,375-98.9% |
| Admin fee / account holder | $503 | $1,025-51.0% | $8,919-94.4% | $834-39.7% |