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.
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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 CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,955 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 · EIN 23-2932984 | Contract Administrator | $3,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,278 | $46,292-73.5% | $143,757-91.5% | $64,808-81.1% |
| Participation rate | 28.8% | 64.2%-35.4pp | 80.3%-51.5pp | 71.5%-42.7pp |
| Annual return | -15.87% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $389 | $1,910-79.6% | $4,951-92.1% | $2,506-84.5% |
| Participant deferral / active EE | $601 | $2,646-77.3% | $5,637-89.3% | $4,310-86.1% |
| Admin fee / account holder | $42 | $154-72.9% | $14,673-99.7% | $188-77.8% |