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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,555 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,187 | $65,409-1.9% | $98,442-34.8% | $85,850-25.2% |
| Participation rate | 67.7% | 65.0%+2.7pp | 73.3%-5.6pp | 69.3%-1.6pp |
| Annual return | 9.75% | 21.76%-12.0pp | 1492.73%-1483.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,607 | $2,168-25.9% | $2,960-45.7% | $2,565-37.4% |
| Participant deferral / active EE | $3,880 | $3,166+22.6% | $4,276-9.3% | $3,952-1.8% |
| Admin fee / account holder | $88 | $4,593-98.1% | $5,949-98.5% | $6,260-98.6% |