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 | $70,363 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,875 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,834 |
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 | $39,593 | $95,274-58.4% | $135,903-70.9% | $74,419-46.8% |
| Participation rate | 68.8% | 78.2%-9.4pp | 81.9%-13.1pp | 70.7%-2.0pp |
| Annual return | 21.68% | 32.77%-11.1pp | 68.23%-46.5pp | 34.38%-12.7pp |
| Employer contribution / active EE | $3,309 | $3,874-14.6% | $4,856-31.9% | $2,637+25.5% |
| Participant deferral / active EE | $7,917 | $7,782+1.7% | $7,758+2.1% | $4,528+74.8% |
| Admin fee / account holder | $207 | $266-22.1% | $10,762-98.1% | $348-40.4% |