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 | $23,563 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $18,955 |
Filed as: FAMILY FIRST HOMECARE LLC Service code 99 2203 N LOIS AVE STE 700 · TAMPA, FL 33607 | Other Fees | $4,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,542 | $53,136-51.9% | $155,509-83.6% | $199,593-87.2% |
| Participation rate | 22.3% | 64.1%-41.8pp | 78.2%-55.9pp | 72.0%-49.7pp |
| Annual return | 12.29% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $487 | $1,851-73.7% | $4,672-89.6% | $3,034-84.0% |
| Participant deferral / active EE | $955 | $3,161-69.8% | $5,626-83.0% | $5,087-81.2% |
| Admin fee / account holder | $142 | $185-23.4% | $15,912-99.1% | $269-47.2% |