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 INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $94,448 |
FIRST HORIZON ADVISORS INC2 years Service code 17 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Pension Consulting | $87,282 |
CHARLES SCHWAB & CO., INC.10+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $44 |
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 | $205,457 | $50,815+304.3% | $155,509+32.1% | $77,643+164.6% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 14.02% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,547 | $1,993+27.8% | $4,672-45.5% | $2,726-6.6% |
| Participant deferral / active EE | $3,784 | $2,822+34.1% | $5,626-32.7% | $4,647-18.6% |
| Admin fee / account holder | $221 | $437-49.4% | $15,912-98.6% | $430-48.7% |