See peer percentile detail. $4.99 for your first month.
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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) | $4,277,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $351,627 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Direct payment from the plan; Other s... | $10,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $363,183 | $74,831+385.3% | $96,683+275.6% | $103,482+251.0% |
| Participation rate | 91.2% | 83.1%+8.1pp | 74.3%+16.8pp | 73.3%+17.9pp |
| Annual return | 15.97% | 16.15%-0.2pp | 35.69%-19.7pp | 33.11%-17.1pp |
| Employer contribution / active EE | $10,455 | $3,888+168.9% | $3,737+179.8% | $3,208+225.9% |
| Participant deferral / active EE | $13,974 | $3,896+258.7% | $4,878+186.5% | $5,207+168.4% |
| Admin fee / account holder | $300 | $130+130.7% | $6,730-95.5% | $114+162.9% |