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) | $4,431,621 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $384,666 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Other services; Employee (plan); Dire... | $9,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $329,638 | $70,048+370.6% | $112,228+193.7% | $78,044+322.4% |
| Participation rate | 91.4% | 84.1%+7.3pp | 75.1%+16.4pp | 74.4%+17.0pp |
| Annual return | -16.87% | -10.85%-6.0pp | 27.45%-44.3pp | 10.87%-27.7pp |
| Employer contribution / active EE | $10,668 | $4,000+166.7% | $3,635+193.5% | $3,125+241.4% |
| Participant deferral / active EE | $14,004 | $3,679+280.6% | $4,728+196.2% | $5,084+175.4% |
| Admin fee / account holder | $329 | $127+159.4% | $6,410-94.9% | $79+317.0% |