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 26 · EIN 84-1532243 | Advisory (Participants) | $255,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $215,149 |
MERCER5 years Filed as: MERCER (US) INC Service code 10 21875 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $66,800 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $9,975 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $432 |
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 | $181,718 | $110,299+64.8% | $102,423+77.4% | $199,593-9.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 12.89% | 35.73%-22.8pp | 29.32%-16.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $4,667 | $3,603+29.5% | $3,023+54.4% | $3,034+53.8% |
| Participant deferral / active EE | $9,322 | $6,376+46.2% | $5,053+84.5% | $5,087+83.3% |
| Admin fee / account holder | $161 | $122+31.8% | $9,451-98.3% | $269-40.0% |