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 | $40,150 |
STIFEL NICOLAUS & CO INC4 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $18,501 |
Filed as: THE HIGHLANDS ACCOUNTING GROUP INC Service code 10 5346 STADIUM TRACE PKWY STE 212 · HOOVER, AL 35244 | Accounting | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,087 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,627 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,813 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,973 | $72,254-59.9% | $86,677-66.6% | $64,808-55.3% |
| Participation rate | 65.9% | 80.4%-14.5pp | 76.6%-10.6pp | 71.5%-5.5pp |
| Annual return | -15.33% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,697 | $2,393-29.1% | $2,836-40.2% | $2,506-32.3% |
| Participant deferral / active EE | $2,268 | $4,658-51.3% | $4,656-51.3% | $4,310-47.4% |
| Admin fee / account holder | $206 | $174+18.3% | $7,493-97.3% | $188+9.5% |