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 ASSOCIATES5 years Service code 99 1420 VICEROY DR · DALLAS, TX 75235 | Other Fees | $88,270 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $276,523 | $50,815+444.2% | $155,509+77.8% | $77,643+256.1% |
| Participation rate | 79.7% | 63.1%+16.6pp | 78.2%+1.5pp | 70.6%+9.1pp |
| Annual return | 16.66% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,881 | $1,993+44.6% | $4,672-38.3% | $2,726+5.7% |
| Participant deferral / active EE | $8,371 | $2,822+196.6% | $5,626+48.8% | $4,647+80.1% |
| Admin fee / account holder | $261 | $437-40.1% | $15,912-98.4% | $430-39.3% |