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 | $88,858 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,406 |
SPECTRUM INVESTMENT ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $18,218 |
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 | $50,515 | $88,890-43.2% | $102,423-50.7% | $77,643-34.9% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 13.67% | 24.98%-11.3pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,601 | $2,698-40.7% | $3,023-47.1% | $2,726-41.3% |
| Participant deferral / active EE | $4,131 | $5,145-19.7% | $5,053-18.2% | $4,647-11.1% |
| Admin fee / account holder | $118 | $235-50.0% | $9,451-98.8% | $430-72.6% |