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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,676 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $10,666 |
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 | $29,038 | $119,446-75.7% | $150,045-80.6% | $85,563-66.1% |
| Participation rate | 86.7% | 75.4%+11.2pp | 82.3%+4.3pp | 66.0%+20.7pp |
| Annual return | 22.07% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.4pp |
| Employer contribution / active EE | $2,897 | $4,078-29.0% | $4,693-38.3% | $2,654+9.2% |
| Participant deferral / active EE | $7,954 | $7,985-0.4% | $7,997-0.5% | $4,375+81.8% |
| Admin fee / account holder | $160 | $548-70.7% | $13,435-98.8% | $834-80.8% |