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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $326,553 |
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 27 2500 MONROE BLVD, SUITE 100 · AUDUBON, PA 19403 | Advisory (Plan) | $125,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $60,598 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,999 | $159,391-68.6% | $102,423-51.2% | $99,062-49.5% |
| Participation rate | 95.6% | 88.6%+7.0pp | 76.5%+19.1pp | 71.6%+24.0pp |
| Annual return | 14.57% | 19.03%-4.5pp | 29.32%-14.8pp | 17.66%-3.1pp |
| Employer contribution / active EE | $2,272 | $4,207-46.0% | $3,023-24.8% | $3,262-30.3% |
| Participant deferral / active EE | $4,738 | $7,498-36.8% | $5,053-6.2% | $5,331-11.1% |
| Admin fee / account holder | $147 | $159-7.5% | $9,451-98.4% | $109+35.0% |