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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,765 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $28,841 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $18,072 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,106 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175 |
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 | $43,185 | $24,733+74.6% | $69,647-38.0% | $74,495-42.0% |
| Participation rate | 89.7% | 63.5%+26.2pp | 66.5%+23.2pp | 67.2%+22.5pp |
| Annual return | 13.43% | 18.55%-5.1pp | 100.48%-87.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,226 | $1,001+22.5% | $1,712-28.4% | $2,623-53.3% |
| Participant deferral / active EE | $3,191 | $1,901+67.9% | $2,886+10.6% | $4,346-26.6% |
| Admin fee / account holder | $256 | $1,892-86.5% | $4,713-94.6% | $1,942-86.8% |