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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,468 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $101,985 |
WIPFLI LLP10+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $12,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $61,151 | $110,299-44.6% | $102,423-40.3% | $199,593-69.4% |
| Participation rate | 84.7% | 86.3%-1.6pp | 76.5%+8.2pp | 72.0%+12.7pp |
| Annual return | 15.55% | 35.73%-20.2pp | 29.32%-13.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,137 | $3,603-12.9% | $3,023+3.7% | $3,034+3.4% |
| Participant deferral / active EE | $5,172 | $6,376-18.9% | $5,053+2.3% | $5,087+1.7% |
| Admin fee / account holder | $43 | $122-64.5% | $9,451-99.5% | $269-83.9% |