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 |
|---|---|---|
CARSON ADVISORY INC4 years 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 |
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 | $80,705-33.6% | $115,768-53.7% | $67,986-21.2% |
| Participation rate | 77.5% | 63.0%+14.5pp | 74.4%+3.1pp | 57.2%+20.3pp |
| Annual return | 12.89% | 18.49%-5.6pp | 100.46%-87.6pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,254 | $2,046-38.7% | $2,940-57.4% | $2,019-37.9% |
| Participant deferral / active EE | $3,711 | $3,559+4.3% | $4,917-24.5% | $3,358+10.5% |
| Admin fee / account holder | $256 | $4,135-93.8% | $12,439-97.9% | $3,203-92.0% |