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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,169 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $392 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $271 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,272 | $81,460-86.2% | $103,333-89.1% | $80,856-86.1% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 13.61% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,395 | $3,105-55.1% | $3,868-63.9% | $2,755-49.4% |
| Participant deferral / active EE | $2,543 | $3,869-34.3% | $5,057-49.7% | $4,296-40.8% |
| Admin fee / account holder | $172 | $6,566-97.4% | $8,355-97.9% | $6,918-97.5% |