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 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 ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $47,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,260 |
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 | $18,339 | $88,480-79.3% | $96,683-81.0% | $80,160-77.1% |
| Participation rate | 79.2% | 79.9%-0.6pp | 74.3%+4.9pp | 72.9%+6.3pp |
| Annual return | 17.57% | 22.53%-5.0pp | 35.69%-18.1pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,368 | $4,176-43.3% | $3,737-36.6% | $2,978-20.5% |
| Participant deferral / active EE | $2,838 | $3,959-28.3% | $4,878-41.8% | $5,017-43.4% |
| Admin fee / account holder | $47 | $212-77.9% | $6,730-99.3% | $145-67.8% |