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 ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 | Contract Administrator | $195,495 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $24,860 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $585 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $421 |
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 | $179,595 | $122,693+46.4% | $184,203-2.5% | $199,593-10.0% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.7pp |
| Annual return | 14.27% | 143.91%-129.6pp | 28.81%-14.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $9,759 | $4,584+112.9% | $6,427+51.8% | $3,034+221.6% |
| Participant deferral / active EE | $11,482 | $7,990+43.7% | $9,131+25.7% | $5,087+125.7% |
| Admin fee / account holder | $57 | $121-52.8% | $13,901-99.6% | $269-78.8% |