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 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $416,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 29 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Legal | $68,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,991 | $111,072-19.0% | $156,263-42.4% | $102,872-12.5% |
| Participation rate | 97.1% | 80.1%+17.0pp | 78.9%+18.2pp | 73.0%+24.1pp |
| Annual return | 33.08% | 16.98%+16.1pp | 59.47%-26.4pp | 19.06%+14.0pp |
| Employer contribution / active EE | $3,631 | $4,017-9.6% | $4,333-16.2% | $3,526+3.0% |
| Participant deferral / active EE | $7,208 | $5,455+32.2% | $6,158+17.0% | $5,535+30.2% |
| Admin fee / account holder | $200 | $120+66.4% | $14,255-98.6% | $292-31.4% |