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 7-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 INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,170 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 | Other Commissions | $54,028 |
THE RYDING COMPANY4+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $30,815 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION ASSURANCE, LLP Service code 99 5530 CORBIN AVENUE, STE 260 · TARZANA, CA 91356 | Other Fees | $13,750 |
Service code 27 40 W EASY ST., SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $12,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,358 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA INVESTMENTS LLC Service code 55 1250 CAPITAL OF TEXAS HWY S. #2-125 · AUSTIN, TX 78746 | Other Commissions | $0 |
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 | $36,331 | $79,124-54.1% | $60,874-40.3% | $64,808-43.9% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.7pp |
| Annual return | -18.61% | -7.13%-11.5pp | 16.90%-35.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,606 | $3,050-47.3% | $2,701-40.5% | $2,506-35.9% |
| Participant deferral / active EE | $4,642 | $3,725+24.6% | $3,817+21.6% | $4,310+7.7% |
| Admin fee / account holder | $170 | $106+61.3% | $3,224-94.7% | $188-9.2% |