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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $213,917 |
VALENTINE CPA1+ years Filed as: VALENTINE INSURANCE SERVICES LLC Service code 27 825 VALLEYBROOK DR STE 101 · MEMPHIS, TN 38120 | Advisory (Plan) | $135,586 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $13,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,743 | $47,385-64.7% | $56,411-70.3% | $106,382-84.3% |
| Participation rate | 48.6% | 33.2%+15.5pp | 52.5%-3.8pp | 69.9%-21.2pp |
| Annual return | 0.00% | 17.29%-17.3pp | 1701.33%-1701.3pp | 17.37%-17.4pp |
| Employer contribution / active EE | $466 | $623-25.2% | $1,039-55.2% | $3,364-86.2% |
| Participant deferral / active EE | $1,481 | $1,440+2.8% | $1,952-24.1% | $5,569-73.4% |
| Admin fee / account holder | $59 | $78-24.9% | $2,829-97.9% | $79-25.9% |