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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $171,457 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,574 | $95,918+16.3% | $151,611-26.4% | $77,904+43.2% |
| Participation rate | 94.1% | 88.7%+5.3pp | 87.5%+6.6pp | 73.7%+20.4pp |
| Annual return | -15.32% | -5.50%-9.8pp | 3.33%-18.6pp | 12.21%-27.5pp |
| Employer contribution / active EE | $5,456 | $4,330+26.0% | $6,166-11.5% | $2,848+91.6% |
| Participant deferral / active EE | $7,861 | $7,508+4.7% | $8,363-6.0% | $4,806+63.6% |
| Admin fee / account holder | $68 | $93-27.1% | $11,616-99.4% | $133-48.7% |