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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,095 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,083 | $93,571+5.9% | $135,903-27.1% | $75,163+31.8% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 27.88% | 30.90%-3.0pp | 68.23%-40.3pp | 160.62%-132.7pp |
| Employer contribution / active EE | $8,353 | $3,537+136.2% | $4,856+72.0% | $2,670+212.9% |
| Participant deferral / active EE | $11,298 | $6,404+76.4% | $7,758+45.6% | $4,125+173.9% |
| Admin fee / account holder | $323 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |