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 |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $35,963 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,598 |
AMARILLO NATIONAL BANK3 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $25,133 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,638 |
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 | $41,565 | $53,165-21.8% | $86,188-51.8% | $74,419-44.1% |
| Participation rate | 83.0% | 64.9%+18.1pp | 69.0%+14.0pp | 70.7%+12.2pp |
| Annual return | 15.48% | 22.64%-7.2pp | 1168.45%-1153.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,188 | $1,210-1.8% | $2,380-50.1% | $2,637-55.0% |
| Participant deferral / active EE | $3,344 | $3,234+3.4% | $3,985-16.1% | $4,528-26.2% |
| Admin fee / account holder | $134 | $551-75.7% | $6,852-98.0% | $348-61.5% |