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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,042 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,029 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,938 | $65,435-52.7% | $86,677-64.3% | $66,914-53.8% |
| Participation rate | 76.8% | 75.5%+1.3pp | 76.6%+0.2pp | 69.8%+7.0pp |
| Annual return | 97.80% | -10.89%+108.7pp | 35.91%+61.9pp | 1.58%+96.2pp |
| Employer contribution / active EE | $1,574 | $2,153-26.9% | $2,836-44.5% | $2,544-38.2% |
| Participant deferral / active EE | $2,744 | $4,100-33.1% | $4,656-41.1% | $4,237-35.2% |
| Admin fee / account holder | $228 | $642-64.4% | $7,493-97.0% | $593-61.5% |