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 · EIN 84-0467907 | Recordkeeping | $1,099,650 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $70,000 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY LLP Service code 10 · EIN 42-0883680 | Accounting | $30,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $11,550 |
Service code 16 · EIN 34-1820650 | Consulting | $3,000 |
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 | $171,403 | $119,627+43.3% | $146,958+16.6% | $99,062+73.0% |
| Participation rate | 96.7% | 73.4%+23.2pp | 82.2%+14.5pp | 71.6%+25.1pp |
| Annual return | 14.92% | 28.82%-13.9pp | 418.34%-403.4pp | 17.66%-2.7pp |
| Employer contribution / active EE | $6,122 | $4,153+47.4% | $4,933+24.1% | $3,262+87.7% |
| Participant deferral / active EE | $15,169 | $7,997+89.7% | $8,070+88.0% | $5,331+184.5% |
| Admin fee / account holder | $104 | $150-30.5% | $12,998-99.2% | $109-4.6% |