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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,594 |
TRIAD ADVISORS INC8 years Service code 27 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Advisory (Plan) | $21,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $656 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,857 | $47,126-68.5% | $149,673-90.1% | $74,419-80.0% |
| Participation rate | 95.6% | 63.4%+32.2pp | 78.8%+16.8pp | 70.7%+24.8pp |
| Annual return | 18.02% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $340 | $1,905-82.2% | $4,818-92.9% | $2,637-87.1% |
| Participant deferral / active EE | $2,392 | $2,728-12.3% | $5,680-57.9% | $4,528-47.2% |
| Admin fee / account holder | $169 | $343-50.7% | $13,210-98.7% | $348-51.4% |