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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,985 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $18,109 |
Service code 10 515 W GREENS RD STE 710 · HOUSTON, TX 77067 | Accounting | $13,276 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,254 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,893 |
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 | $38,365 | $80,724-52.5% | $103,333-62.9% | $74,495-48.5% |
| Participation rate | 94.3% | 65.7%+28.6pp | 74.5%+19.8pp | 67.2%+27.1pp |
| Annual return | 14.24% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $808 | $3,157-74.4% | $3,868-79.1% | $2,623-69.2% |
| Participant deferral / active EE | $3,228 | $3,860-16.4% | $5,057-36.2% | $4,346-25.7% |
| Admin fee / account holder | $300 | $2,368-87.3% | $8,355-96.4% | $1,942-84.6% |