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 LLC3 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $43,454 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,412 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $67,206 | $89,282-24.7% | $94,646-29.0% | $74,419-9.7% |
| Participation rate | 97.7% | 82.4%+15.3pp | 80.8%+16.9pp | 70.7%+27.0pp |
| Annual return | 22.77% | 25.96%-3.2pp | 156.71%-133.9pp | 34.38%-11.6pp |
| Employer contribution / active EE | $7 | $3,022-99.8% | $3,672-99.8% | $2,637-99.7% |
| Participant deferral / active EE | $13,273 | $8,425+57.6% | $7,418+78.9% | $4,528+193.1% |
| Admin fee / account holder | $69 | $219-68.6% | $7,231-99.0% | $348-80.3% |