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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,819 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $40,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,738 |
JULY BUSINESS SERVICES1+ years Service code 13 PO BOX 4346 DEPT 399 · HOUSTON, TX 77210 | Contract Administrator | $10,413 |
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 | $46,844 | $88,890-47.3% | $102,423-54.3% | $77,643-39.7% |
| Participation rate | 69.0% | 80.9%-11.9pp | 76.5%-7.5pp | 70.6%-1.5pp |
| Annual return | 12.27% | 24.98%-12.7pp | 29.32%-17.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,814 | $2,698-32.8% | $3,023-40.0% | $2,726-33.5% |
| Participant deferral / active EE | $3,269 | $5,145-36.5% | $5,053-35.3% | $4,647-29.7% |
| Admin fee / account holder | $226 | $235-3.9% | $9,451-97.6% | $430-47.4% |