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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,326 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,853 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC/FUTUREPLAN Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $1,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,908 | $61,272+573.9% | $149,673+175.9% | $71,457+477.8% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.6pp | 67.9%+30.4pp |
| Annual return | 16.67% | 35.85%-19.2pp | 134.42%-117.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $16,529 | $2,378+595.0% | $4,818+243.1% | $2,588+538.8% |
| Participant deferral / active EE | $19,659 | $2,917+573.9% | $5,680+246.1% | $4,289+358.4% |
| Admin fee / account holder | $180 | $1,261-85.7% | $13,210-98.6% | $1,587-88.6% |