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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $131,286 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $59,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,271 |
MELTON & MELTON LLP7 years Service code 10 6002 ROGERDALE STE 200 · HOUSTON, TX 77433 | Accounting | $1,500 |
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 | $61,369 | $81,357-24.6% | $75,972-19.2% | $199,593-69.3% |
| Participation rate | 84.9% | 69.9%+15.0pp | 69.1%+15.9pp | 72.0%+13.0pp |
| Annual return | 11.20% | 16.32%-5.1pp | 359.55%-348.4pp | 34.25%-23.1pp |
| Employer contribution / active EE | $2,361 | $3,341-29.3% | $2,685-12.1% | $3,034-22.2% |
| Participant deferral / active EE | $3,784 | $4,710-19.7% | $4,255-11.1% | $5,087-25.6% |
| Admin fee / account holder | $197 | $144+36.0% | $6,467-97.0% | $269-26.9% |