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 |
|---|---|---|
Service code 27 · EIN 13-2638166 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $97,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,003 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
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 | $33,748 | $61,756-45.4% | $70,092-51.9% | $77,904-56.7% |
| Participation rate | 87.7% | 79.9%+7.8pp | 70.5%+17.2pp | 73.7%+14.0pp |
| Annual return | -16.41% | -11.86%-4.5pp | 190.73%-207.1pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,634 | $2,706-39.6% | $2,559-36.1% | $2,848-42.6% |
| Participant deferral / active EE | $2,791 | $3,977-29.8% | $3,849-27.5% | $4,806-41.9% |
| Admin fee / account holder | $48 | $101-52.7% | $6,267-99.2% | $133-63.9% |