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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,372 |
RPA FINANCIAL LLC7 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,457 | $79,184-62.8% | $102,438-71.2% | $74,546-60.5% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 11.23% | 54.95%-43.7pp | 29.37%-18.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $628 | $2,362-73.4% | $3,024-79.2% | $2,624-76.1% |
| Participant deferral / active EE | $2,216 | $4,414-49.8% | $5,054-56.1% | $4,347-49.0% |
| Admin fee / account holder | $263 | $2,001-86.8% | $9,448-97.2% | $1,944-86.5% |