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 9-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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,590 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,340 |
THE RETIREMENT ADVANTAGE INC5 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $500 |
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 | $133,094 | $84,556+57.4% | $116,228+14.5% | $74,304+79.1% |
| Participation rate | 87.6% | 66.0%+21.6pp | 74.6%+13.1pp | 60.3%+27.3pp |
| Annual return | 22.18% | 18.35%+3.8pp | 90.06%-67.9pp | 29.43%-7.2pp |
| Employer contribution / active EE | $7,603 | $2,168+250.8% | $2,994+153.9% | $2,241+239.3% |
| Participant deferral / active EE | $15,884 | $3,814+316.4% | $4,953+220.7% | $3,767+321.6% |
| Admin fee / account holder | $154 | $3,792-95.9% | $11,989-98.7% | $2,969-94.8% |