Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $22,770 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,303 | $101,499-0.2% | $147,005-31.1% | $74,546+35.9% |
| Participation rate | 66.9% | 75.5%-8.6pp | 82.2%-15.2pp | 67.2%-0.3pp |
| Annual return | 14.17% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $5,234 | $3,811+37.3% | $4,934+6.1% | $2,624+99.4% |
| Participant deferral / active EE | $8,416 | $7,304+15.2% | $8,070+4.3% | $4,347+93.6% |
| Admin fee / account holder | $204 | $1,748-88.3% | $13,006-98.4% | $1,944-89.5% |