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 |
|---|---|---|
PRIVATE CLIENT SERVICES LLC10+ years Service code 55 2225 LEXINGTON RD · LOUISVILLE, KY 40206 | Other Commissions | $25,112 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,013 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $114,207 | $87,013+31.3% | $106,213+7.5% | $80,856+41.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.19% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $826 | $2,395-65.5% | $3,171-74.0% | $2,755-70.0% |
| Participant deferral / active EE | $4,471 | $3,986+12.2% | $5,016-10.9% | $4,296+4.1% |
| Admin fee / account holder | $20 | $8,431-99.8% | $11,033-99.8% | $6,918-99.7% |