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 26 · EIN 84-1532243 | Advisory (Participants) | $57,638 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $35,136 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $15,094 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 BOX 4110 · WOBURN, MA 018884110 | Advisory (Plan) | $6,305 |
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 | $257,827 | $53,165+385.0% | $86,188+199.1% | $74,419+246.5% |
| Participation rate | 87.8% | 64.9%+23.0pp | 69.0%+18.9pp | 70.7%+17.1pp |
| Annual return | 18.66% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $666 | $1,210-44.9% | $2,380-72.0% | $2,637-74.7% |
| Participant deferral / active EE | $10,694 | $3,234+230.6% | $3,985+168.3% | $4,528+136.2% |
| Admin fee / account holder | $150 | $551-72.8% | $6,852-97.8% | $348-56.9% |