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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,077 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $17,197 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,504 |
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 | $30,139 | $54,193-44.4% | $93,606-67.8% | $77,643-61.2% |
| Participation rate | 51.4% | 63.9%-12.6pp | 68.7%-17.4pp | 70.6%-19.2pp |
| Annual return | 14.94% | 30.54%-15.6pp | 133.20%-118.3pp | 31.24%-16.3pp |
| Employer contribution / active EE | $588 | $1,168-49.7% | $2,420-75.7% | $2,726-78.4% |
| Participant deferral / active EE | $3,121 | $3,144-0.7% | $4,411-29.2% | $4,647-32.8% |
| Admin fee / account holder | $252 | $576-56.2% | $8,285-97.0% | $430-41.4% |