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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,642 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,431 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 430 W 7TH ST STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $6,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,095 | $71,516-53.7% | $98,439-66.4% | $71,457-53.7% |
| Participation rate | 56.0% | 72.7%-16.7pp | 75.2%-19.2pp | 67.9%-12.0pp |
| Annual return | 0.00% | 32.41%-32.4pp | 21.16%-21.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,457 | $2,399+2.4% | $3,048-19.4% | $2,588-5.0% |
| Participant deferral / active EE | $4,446 | $4,109+8.2% | $4,738-6.2% | $4,289+3.7% |
| Admin fee / account holder | $89 | $1,675-94.7% | $8,948-99.0% | $1,587-94.4% |