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 |
|---|---|---|
VITA PLANNING GROUP LLC2 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $39,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,664 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $58,635 | $64,612-9.3% | $86,436-32.2% | $64,808-9.5% |
| Participation rate | 94.9% | 81.5%+13.4pp | 80.3%+14.5pp | 71.5%+23.4pp |
| Annual return | -12.02% | 0.66%-12.7pp | 4394.89%-4406.9pp | 32.82%-44.8pp |
| Employer contribution / active EE | $4,429 | $2,744+61.4% | $3,769+17.5% | $2,506+76.8% |
| Participant deferral / active EE | $11,749 | $7,497+56.7% | $6,952+69.0% | $4,310+172.6% |
| Admin fee / account holder | $67 | $169-60.7% | $6,731-99.0% | $188-64.6% |