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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,574,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $404,364 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Direct payment from the plan; Employe... | $10,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,018 | $118,972+250.5% | $105,223+296.3% | $118,972+250.5% |
| Participation rate | 90.6% | 78.0%+12.6pp | 75.0%+15.6pp | 78.0%+12.6pp |
| Annual return | 15.09% | 15.19%-0.1pp | 180.65%-165.6pp | 15.19%-0.1pp |
| Employer contribution / active EE | $11,609 | $3,776+207.4% | $3,689+214.7% | $3,776+207.4% |
| Participant deferral / active EE | $14,583 | $6,017+142.4% | $5,072+187.5% | $6,017+142.4% |
| Admin fee / account holder | $312 | $127+146.5% | $8,859-96.5% | $127+146.5% |