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 9-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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $521,137 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $517,803 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $74,990 |
WHITTLESEY PC8 years Filed as: WHITTLESEY & HADLEY PC Service code 10 2800 TRUMBULL STREET · HARTFORD, CT 06103 | Accounting | $45,000 |
HAYNES AND BOONE, LLP9+ years Service code 29 P.O. BOX 841399 · DALLAS, TX 75284 | Legal | $20,733 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $184,455 | $159,391+15.7% | $102,423+80.1% | $99,062+86.2% |
| Participation rate | 57.1% | 88.6%-31.5pp | 76.5%-19.4pp | 71.6%-14.5pp |
| Annual return | 11.37% | 19.03%-7.7pp | 29.32%-17.9pp | 17.66%-6.3pp |
| Employer contribution / active EE | $3,739 | $4,207-11.1% | $3,023+23.7% | $3,262+14.6% |
| Participant deferral / active EE | $6,840 | $7,498-8.8% | $5,053+35.4% | $5,331+28.3% |
| Admin fee / account holder | $103 | $159-35.1% | $9,451-98.9% | $109-5.2% |