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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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,906 |
FEDERATED2 years Filed as: FEDERATED SECURITIES INC Service code 55 680 PARK AVE · HUNTINGTON, NY 11743 | Other Commissions | $8,990 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,897 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,807 | $30,588-12.4% | $53,898-50.3% | $85,563-68.7% |
| Participation rate | 28.7% | 26.3%+2.4pp | 55.0%-26.2pp | 66.0%-37.2pp |
| Annual return | 13.06% | 50.42%-37.4pp | 528.60%-515.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $70 | $436-84.0% | $932-92.5% | $2,654-97.4% |
| Participant deferral / active EE | $1,178 | $848+39.0% | $1,826-35.5% | $4,375-73.1% |
| Admin fee / account holder | $180 | $1,879-90.4% | $2,491-92.8% | $834-78.4% |