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 |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $19,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,812 |
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 | $62,140 | $88,087-29.5% | $164,866-62.3% | $74,546-16.6% |
| Participation rate | 83.6% | 73.1%+10.5pp | 78.6%+4.9pp | 67.2%+16.3pp |
| Annual return | 12.55% | 17.27%-4.7pp | 69.97%-57.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,029 | $2,595-60.4% | $4,343-76.3% | $2,624-60.8% |
| Participant deferral / active EE | $4,741 | $4,499+5.4% | $6,033-21.4% | $4,347+9.1% |
| Admin fee / account holder | $246 | $2,232-89.0% | $12,689-98.1% | $1,944-87.3% |