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 | $38,951 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,330 | $95,880+14.0% | $107,525+1.7% | $85,563+27.8% |
| Participation rate | 49.5% | 70.1%-20.6pp | 75.1%-25.6pp | 66.0%-16.4pp |
| Annual return | 13.46% | 68.06%-54.6pp | 181.32%-167.9pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,131 | $3,812-70.3% | $3,754-69.9% | $2,654-57.4% |
| Participant deferral / active EE | $4,607 | $4,201+9.7% | $5,116-9.9% | $4,375+5.3% |
| Admin fee / account holder | $219 | $1,025-78.6% | $8,919-97.5% | $834-73.7% |