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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,566 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,017 |
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 | $37,993 | $66,098-42.5% | $101,794-62.7% | $74,304-48.9% |
| Participation rate | 92.6% | 53.8%+38.9pp | 69.2%+23.4pp | 60.3%+32.3pp |
| Annual return | 21.91% | 19.59%+2.3pp | 30.53%-8.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $2,179 | $1,082+101.4% | $2,289-4.8% | $2,241-2.8% |
| Participant deferral / active EE | $4,679 | $2,781+68.3% | $4,084+14.6% | $3,767+24.2% |
| Admin fee / account holder | $36 | $4,146-99.1% | $8,777-99.6% | $2,969-98.8% |