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 | $40,668 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $39,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,337 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,201 | $56,767+85.3% | $101,794+3.3% | $85,563+23.0% |
| Participation rate | 42.8% | 57.6%-14.8pp | 69.2%-26.4pp | 66.0%-23.2pp |
| Annual return | 13.24% | 17.76%-4.5pp | 30.53%-17.3pp | 31.51%-18.3pp |
| Employer contribution / active EE | -$51 | $1,112-104.5% | $2,289-102.2% | $2,654-101.9% |
| Participant deferral / active EE | $3,393 | $2,720+24.7% | $4,084-16.9% | $4,375-22.4% |
| Admin fee / account holder | $439 | $1,098-60.0% | $8,777-95.0% | $834-47.3% |