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 | $4,818 |
VALLEY PENSION SERVICES, INC.9+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $3,244 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,547 | $77,899-35.1% | $149,673-66.2% | $75,163-32.8% |
| Participation rate | 44.1% | 65.6%-21.5pp | 78.8%-34.7pp | 67.2%-23.1pp |
| Annual return | 20.37% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,349 | $3,137-57.0% | $4,818-72.0% | $2,670-49.5% |
| Participant deferral / active EE | $3,856 | $3,411+13.1% | $5,680-32.1% | $4,125-6.5% |
| Admin fee / account holder | $45 | $5,956-99.2% | $13,210-99.7% | $5,651-99.2% |