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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,807 |
FREEGULLIVER, LLC5+ years Filed as: FREEGULLIVER Service code 26 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Advisory (Participants) | $11,995 |
WEGMANN DAZET & COMPANY3 years Filed as: WEGMANN DAZET & CO Service code 10 111 VETERANS BLVD · METAIRIE, LA 70005 | Accounting | $9,279 |
FIDUCIARY CONSULTING GROUP5+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 1832 WARD DR STE 101 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $8,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,902 |
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 | $15,057 | $51,197-70.6% | $82,719-81.8% | $66,914-77.5% |
| Participation rate | 93.0% | 67.8%+25.2pp | 72.6%+20.5pp | 69.8%+23.2pp |
| Annual return | -12.39% | -9.64%-2.8pp | 701.18%-713.6pp | 1.58%-14.0pp |
| Employer contribution / active EE | $434 | $2,611-83.4% | $3,009-85.6% | $2,544-82.9% |
| Participant deferral / active EE | $2,017 | $3,458-41.7% | $4,395-54.1% | $4,237-52.4% |
| Admin fee / account holder | $271 | $416-34.8% | $5,329-94.9% | $593-54.3% |