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 | $15,145 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $10,869 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
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 | $87,867 | $20,316+332.5% | $66,042+33.0% | $74,304+18.3% |
| Participation rate | 52.4% | 62.8%-10.3pp | 67.5%-15.1pp | 60.3%-7.9pp |
| Annual return | 16.07% | 28.10%-12.0pp | 52.11%-36.0pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,041 | $745+39.8% | $1,579-34.1% | $2,241-53.6% |
| Participant deferral / active EE | $2,641 | $1,615+63.5% | $2,835-6.9% | $3,767-29.9% |
| Admin fee / account holder | $235 | $1,668-85.9% | $5,747-95.9% | $2,969-92.1% |