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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAG, CO 80111 | Investment Management | $5,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $91,211 | $91,372-0.2% | $129,995-29.8% | $74,419+22.6% |
| Participation rate | 60.5% | 77.8%-17.3pp | 78.5%-18.0pp | 70.7%-10.3pp |
| Annual return | 18.17% | 23.21%-5.0pp | -137.18%+155.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $499 | $2,563-80.5% | $4,320-88.4% | $2,637-81.1% |
| Participant deferral / active EE | $3,125 | $4,721-33.8% | $5,820-46.3% | $4,528-31.0% |
| Admin fee / account holder | $51 | $283-82.0% | $10,614-99.5% | $348-85.4% |