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 | $16,770 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,562 |
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 | $39,614 | $56,767-30.2% | $101,794-61.1% | $85,563-53.7% |
| Participation rate | 95.8% | 57.6%+38.3pp | 69.2%+26.7pp | 66.0%+29.9pp |
| Annual return | 17.74% | 17.76%0pp | 30.53%-12.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,680 | $1,112+51.1% | $2,289-26.6% | $2,654-36.7% |
| Participant deferral / active EE | $4,784 | $2,720+75.9% | $4,084+17.1% | $4,375+9.3% |
| Admin fee / account holder | $32 | $1,098-97.1% | $8,777-99.6% | $834-96.2% |