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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $399,804 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $268,826 |
ALUMAN INC1 year Service code 26 · EIN 47-4697046 | Advisory (Participants) | $6,004 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,209 |
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 | $121,542 | $159,391-23.7% | $102,423+18.7% | $99,062+22.7% |
| Participation rate | 85.7% | 88.6%-2.9pp | 76.5%+9.2pp | 71.6%+14.0pp |
| Annual return | 19.40% | 19.03%+0.4pp | 29.32%-9.9pp | 17.66%+1.7pp |
| Employer contribution / active EE | $1,763 | $4,207-58.1% | $3,023-41.7% | $3,262-46.0% |
| Participant deferral / active EE | $11,005 | $7,498+46.8% | $5,053+117.8% | $5,331+106.4% |
| Admin fee / account holder | $78 | $159-50.8% | $9,451-99.2% | $109-28.1% |