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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,981 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,012 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,296 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,227 | $102,317-80.2% | $146,958-86.2% | $80,856-75.0% |
| Participation rate | 99.0% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,413 | $3,713-8.1% | $4,933-30.8% | $2,755+23.9% |
| Participant deferral / active EE | $3,081 | $6,644-53.6% | $8,070-61.8% | $4,296-28.3% |
| Admin fee / account holder | $81 | $7,941-99.0% | $12,998-99.4% | $6,918-98.8% |