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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $27,164 |
MARCUM LLP2 years Service code 10 155 S MIAN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $11,747 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,661 |
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 | $35,346 | $49,693-28.9% | $70,515-49.9% | $74,419-52.5% |
| Participation rate | 93.9% | 64.7%+29.3pp | 68.3%+25.6pp | 70.7%+23.2pp |
| Annual return | 16.64% | 21.22%-4.6pp | 32.77%-16.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,379 | $1,773-22.2% | $2,973-53.6% | $2,637-47.7% |
| Participant deferral / active EE | $4,476 | $3,376+32.6% | $4,567-2.0% | $4,528-1.1% |
| Admin fee / account holder | $85 | $316-73.1% | $6,412-98.7% | $348-75.6% |