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 | $13,989 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $13,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,589 | $88,083-43.7% | $164,813-69.9% | $74,495-33.4% |
| Participation rate | 45.2% | 73.0%-27.8pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 16.94% | 17.26%-0.3pp | 69.93%-53.0pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $209 | $2,593-91.9% | $4,341-95.2% | $2,623-92.0% |
| Participant deferral / active EE | $2,635 | $4,498-41.4% | $6,031-56.3% | $4,346-39.4% |
| Admin fee / account holder | $302 | $2,234-86.5% | $12,690-97.6% | $1,942-84.5% |