See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $844,836 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $357,402 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $254,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $725 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,375 | $130,141-2.1% | $86,677+47.0% | $77,904+63.5% |
| Participation rate | 94.4% | 85.9%+8.4pp | 76.6%+17.8pp | 73.7%+20.7pp |
| Annual return | -27.75% | -12.75%-15.0pp | 35.91%-63.7pp | 12.21%-40.0pp |
| Employer contribution / active EE | $7,538 | $3,220+134.1% | $2,836+165.8% | $2,848+164.7% |
| Participant deferral / active EE | $10,047 | $5,757+74.5% | $4,656+115.8% | $4,806+109.1% |
| Admin fee / account holder | $236 | $132+78.9% | $7,493-96.9% | $133+77.8% |