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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $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 | $32,301 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,236 |
Service code 99 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Fees | -$16,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,730 | $29,548+44.6% | $56,411-24.3% | $77,643-45.0% |
| Participation rate | 17.8% | 32.7%-14.9pp | 52.5%-34.7pp | 70.6%-52.8pp |
| Annual return | 13.99% | 19.01%-5.0pp | 1701.33%-1687.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $372 | $568-34.4% | $1,039-64.1% | $2,726-86.3% |
| Participant deferral / active EE | $1,095 | $1,061+3.3% | $1,952-43.9% | $4,647-76.4% |
| Admin fee / account holder | $87 | $1,046-91.7% | $2,829-96.9% | $430-79.8% |