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 9-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 | $184,601 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 27 PO BOX 207640 · DALLAS, TX 753207640 | Advisory (Plan) | $87,831 |
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DR STE 1000 · HOUSTON, TX 77081 | Accounting | $22,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $901 |
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 | $122,424 | $188,991-35.2% | $103,476+18.3% | $199,593-38.7% |
| Participation rate | 96.8% | 93.2%+3.6pp | 80.5%+16.3pp | 72.0%+24.8pp |
| Annual return | 15.95% | 15.75%+0.2pp | 23.90%-8.0pp | 34.25%-18.3pp |
| Employer contribution / active EE | $4,684 | $6,583-28.8% | $4,672+0.2% | $3,034+54.4% |
| Participant deferral / active EE | $9,408 | $10,334-9.0% | $6,623+42.1% | $5,087+85.0% |
| Admin fee / account holder | $65 | $114-43.5% | $9,413-99.3% | $269-75.9% |