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: CARSON ADVISORY INC Service code 27 470 HILL ST · ATHENS, GA 30601 | Advisory (Plan) | $26,598 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,322 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,594 | $84,556-36.6% | $116,228-53.9% | $74,304-27.9% |
| Participation rate | 77.5% | 66.0%+11.5pp | 74.6%+2.9pp | 60.3%+17.1pp |
| Annual return | 12.89% | 18.35%-5.5pp | 90.06%-77.2pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,254 | $2,168-42.2% | $2,994-58.1% | $2,241-44.1% |
| Participant deferral / active EE | $3,711 | $3,814-2.7% | $4,953-25.1% | $3,767-1.5% |
| Admin fee / account holder | $256 | $3,792-93.3% | $11,989-97.9% | $2,969-91.4% |