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 3-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 | $117,811 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL HOLDINGS III Service code 27 4000 LEGATO RD · FAIRFAX, VA 22033 | Advisory (Plan) | $56,978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,938 |
Service code 13 955 CHESTERBROOK BLVD · WAYNE, PA 19087 | Contract Administrator | $7,242 |
Service code 27 24 E. COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,825 |
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 | $45,686 | $155,364-70.6% | $103,476-55.8% | $77,643-41.2% |
| Participation rate | 92.5% | 85.5%+7.0pp | 80.5%+12.0pp | 70.6%+21.9pp |
| Annual return | 22.06% | 19.02%+3.0pp | 23.90%-1.8pp | 31.24%-9.2pp |
| Employer contribution / active EE | $7,182 | $5,949+20.7% | $4,672+53.7% | $2,726+163.5% |
| Participant deferral / active EE | $6,390 | $8,482-24.7% | $6,623-3.5% | $4,647+37.5% |
| Admin fee / account holder | $146 | $503-71.0% | $9,413-98.5% | $430-66.1% |