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 | $15,593 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $8,655 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $744 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,134 | $42,353+84.5% | $79,550-1.8% | $64,808+20.6% |
| Participation rate | 18.8% | 64.8%-46.0pp | 69.5%-50.7pp | 71.5%-52.7pp |
| Annual return | -22.01% | -12.24%-9.8pp | 0.16%-22.2pp | 32.82%-54.8pp |
| Employer contribution / active EE | $340 | $1,181-71.2% | $2,413-85.9% | $2,506-86.4% |
| Participant deferral / active EE | $1,025 | $3,170-67.7% | $3,985-74.3% | $4,310-76.2% |
| Admin fee / account holder | $411 | $160+157.6% | $6,832-94.0% | $188+118.9% |