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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,141 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $18,098 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,322 |
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 | $33,379 | $55,416-39.8% | $75,972-56.1% | $77,643-57.0% |
| Participation rate | 34.9% | 63.6%-28.7pp | 69.1%-34.2pp | 70.6%-35.7pp |
| Annual return | 15.27% | 17.07%-1.8pp | 359.55%-344.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $678 | $1,788-62.1% | $2,685-74.8% | $2,726-75.1% |
| Participant deferral / active EE | $1,530 | $3,447-55.6% | $4,255-64.1% | $4,647-67.1% |
| Admin fee / account holder | $215 | $414-48.1% | $6,467-96.7% | $430-50.1% |