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 |
|---|---|---|
DALLAS NEPHROLOGY ASSOCIATES4 years Service code 99 1420 VICEROY DR · DALLAS, TX 75235 | Other Fees | $59,140 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,781 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,091 | $47,126+434.9% | $149,673+68.4% | $74,419+238.7% |
| Participation rate | 84.9% | 63.4%+21.5pp | 78.8%+6.2pp | 70.7%+14.2pp |
| Annual return | 17.77% | 22.75%-5.0pp | 134.42%-116.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,748 | $1,905+44.2% | $4,818-43.0% | $2,637+4.2% |
| Participant deferral / active EE | $8,880 | $2,728+225.5% | $5,680+56.3% | $4,528+96.1% |
| Admin fee / account holder | $152 | $343-55.8% | $13,210-98.9% | $348-56.4% |