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 | $28,905 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,359 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,821 | $100,923-44.7% | $150,045-62.8% | $74,304-24.9% |
| Participation rate | 91.5% | 70.1%+21.4pp | 82.3%+9.2pp | 60.3%+31.1pp |
| Annual return | 15.76% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $545 | $3,463-84.3% | $4,693-88.4% | $2,241-75.7% |
| Participant deferral / active EE | $3,983 | $6,709-40.6% | $7,997-50.2% | $3,767+5.7% |
| Admin fee / account holder | $242 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |