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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,045 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,304 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,469 |
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 | $23,269 | $31,741-26.7% | $56,411-58.8% | $199,593-88.3% |
| Participation rate | 12.0% | 32.3%-20.4pp | 52.5%-40.5pp | 72.0%-60.0pp |
| Annual return | 15.10% | 14.72%+0.4pp | 1701.33%-1686.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $93 | $508-81.6% | $1,039-91.0% | $3,034-96.9% |
| Participant deferral / active EE | $396 | $1,184-66.6% | $1,952-79.7% | $5,087-92.2% |
| Admin fee / account holder | $197 | $426-53.9% | $2,829-93.1% | $269-26.9% |