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 4-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $89,322 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 99 LOCKBOX 28025 · CHICAGO, IL 60673 | Other Fees | $26,184 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $16,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $10,664 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,225 | $128,899-57.2% | $113,168-51.2% | $102,872-46.3% |
| Participation rate | 82.6% | 87.0%-4.5pp | 76.6%+6.0pp | 73.0%+9.5pp |
| Annual return | 13.23% | 15.88%-2.6pp | 24.27%-11.0pp | 19.06%-5.8pp |
| Employer contribution / active EE | $1,681 | $3,713-54.7% | $2,975-43.5% | $3,526-52.3% |
| Participant deferral / active EE | $3,226 | $6,787-52.5% | $5,107-36.8% | $5,535-41.7% |
| Admin fee / account holder | $68 | $129-47.6% | $12,068-99.4% | $292-76.8% |