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 | $25,900 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $10,731 |
UHY LLP1 year Service code 13 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Contract Administrator | $9,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
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 | $17,430 | $46,292-62.3% | $143,757-87.9% | $64,808-73.1% |
| Participation rate | 40.3% | 64.2%-23.9pp | 80.3%-40.0pp | 71.5%-31.1pp |
| Annual return | -15.38% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $813 | $1,910-57.4% | $4,951-83.6% | $2,506-67.5% |
| Participant deferral / active EE | $1,474 | $2,646-44.3% | $5,637-73.9% | $4,310-65.8% |
| Admin fee / account holder | $270 | $154+75.3% | $14,673-98.2% | $188+43.5% |