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 7-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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,358 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,457 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,208 | $95,388-74.6% | $125,339-80.7% | $77,904-68.9% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.7pp | 73.7%+18.4pp |
| Annual return | -3.83% | 116.19%-120.0pp | 572.05%-575.9pp | 12.21%-16.0pp |
| Employer contribution / active EE | $2,096 | $3,666-42.8% | $4,814-56.5% | $2,848-26.4% |
| Participant deferral / active EE | $8,513 | $7,711+10.4% | $7,446+14.3% | $4,806+77.1% |
| Admin fee / account holder | $99 | $119-17.1% | $10,010-99.0% | $133-25.6% |