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 | $124,030 |
Service code 25 PO BOX 30918 · BILLINGS, MT 59116 | Directed Trustee | $118,408 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 999 THIRD AVENUE STE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $55,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,680 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $1,909 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $647 |
TD AMERITRADE, INC.1 year Service code 59 | Shareholder Servicing | $0 |
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 | $145,397 | $84,993+71.1% | $129,995+11.8% | $80,160+81.4% |
| Participation rate | 98.4% | 79.5%+18.9pp | 78.5%+20.0pp | 72.9%+25.5pp |
| Annual return | 19.44% | 23.76%-4.3pp | -137.18%+156.6pp | 40.38%-20.9pp |
| Employer contribution / active EE | $8,267 | $3,051+171.0% | $4,320+91.4% | $2,978+177.6% |
| Participant deferral / active EE | $7,062 | $4,984+41.7% | $5,820+21.3% | $5,017+40.8% |
| Admin fee / account holder | $195 | $391-50.2% | $10,614-98.2% | $145+34.2% |