Filed March 4, 2025
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 |
|---|---|---|
Service code 16 · EIN 76-0451829 | Consulting | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $21,741 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $4,660 |
CARRIAGE FUNERAL HOLDINGS1 year Service code 99 3040 POST OAK BLVD · HOUSTON, TX 77056 | Other Fees | $769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,893 | $43,113-30.7% | $82,719-63.9% | $77,904-61.6% |
| Participation rate | 81.4% | 63.8%+17.6pp | 72.6%+8.8pp | 73.7%+7.7pp |
| Annual return | -16.34% | 2.60%-18.9pp | 701.18%-717.5pp | 12.21%-28.5pp |
| Employer contribution / active EE | $1,074 | $1,924-44.2% | $3,009-64.3% | $2,848-62.3% |
| Participant deferral / active EE | $2,701 | $3,057-11.6% | $4,395-38.5% | $4,806-43.8% |
| Admin fee / account holder | $65 | $102-36.3% | $5,329-98.8% | $133-50.9% |