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 Service code 15 · EIN 84-0467907 | Recordkeeping | $87,842 |
MMLIS2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $20,059 |
SAXONY SECURITIES INC1 year Service code 55 11152 S TOWNE SQUARE · ST LOUIS, MO 63123 | Other Commissions | $11,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,773 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,846 | $88,890-76.5% | $102,423-79.6% | $77,643-73.2% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 15.02% | 24.98%-10.0pp | 29.32%-14.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,066 | $2,698-23.4% | $3,023-31.7% | $2,726-24.2% |
| Participant deferral / active EE | $2,902 | $5,145-43.6% | $5,053-42.6% | $4,647-37.6% |
| Admin fee / account holder | $127 | $235-46.0% | $9,451-98.7% | $430-70.5% |