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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,886 |
USI CONSULTING GROUP6 years Filed as: USI SECURITIES, INC. Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $8,542 |
USI CONSULTING GROUP7 years Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $3,955 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC. Service code 13 | Contract Administrator | $3,267 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,581 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,530 | $49,915-38.8% | $154,803-80.3% | $74,304-58.9% |
| Participation rate | 92.1% | 54.0%+38.2pp | 78.1%+14.0pp | 60.3%+31.8pp |
| Annual return | 11.23% | 34.06%-22.8pp | 58.88%-47.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,186 | $1,611-26.4% | $4,305-72.5% | $2,241-47.1% |
| Participant deferral / active EE | $2,017 | $2,255-10.5% | $5,540-63.6% | $3,767-46.5% |
| Admin fee / account holder | $212 | $2,189-90.3% | $14,329-98.5% | $2,969-92.9% |