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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $97,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,613 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N FRANKLIN ST STE 1850 · CHICAGO, IL 60606 | Advisory (Plan) | $21,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,160 | $131,799-2.0% | $200,582-35.6% | $85,563+51.0% |
| Participation rate | 98.2% | 87.9%+10.3pp | 86.9%+11.3pp | 66.0%+32.2pp |
| Annual return | 18.00% | 21.59%-3.6pp | 42.33%-24.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $3,625 | $4,532-20.0% | $6,419-43.5% | $2,654+36.6% |
| Participant deferral / active EE | $9,346 | $7,702+21.3% | $9,331+0.2% | $4,375+113.6% |
| Admin fee / account holder | $408 | $235+73.5% | $16,305-97.5% | $834-51.1% |