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 8-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) | $373,433 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $344,094 |
KONG,JOY3 years Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $34,710 |
Filed as: LONGLEAF ADVISORY SERVICES LLC Service code 27 171 LOTT CT · WEST COLUMBIA, SC 29169 | Advisory (Plan) | $9,486 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,480 | $110,299+5.6% | $102,423+13.7% | $199,593-41.6% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 12.88% | 35.73%-22.9pp | 29.32%-16.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $6,004 | $3,603+66.6% | $3,023+98.6% | $3,034+97.9% |
| Participant deferral / active EE | $6,373 | $6,3760% | $5,053+26.1% | $5,087+25.3% |
| Admin fee / account holder | $111 | $122-9.1% | $9,451-98.8% | $269-58.6% |