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 | $19,968 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $17,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,989 |
NATIONAL BENEFIT SERVICES, LLC2+ years Service code 13 430 W 7TH ST STE 219494 · KANSAS CITY, MO 641051407 | Contract Administrator | $4,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,272 | $92,055-55.2% | $106,213-61.1% | $77,643-46.8% |
| Participation rate | 39.1% | 81.0%-41.9pp | 75.3%-36.1pp | 70.6%-31.4pp |
| Annual return | 14.88% | 17.91%-3.0pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,257 | $3,367-33.0% | $3,171-28.8% | $2,726-17.2% |
| Participant deferral / active EE | $2,925 | $5,386-45.7% | $5,016-41.7% | $4,647-37.1% |
| Admin fee / account holder | $311 | $219+41.8% | $11,033-97.2% | $430-27.9% |