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 | $8,302 |
UNITED BENEFITS GROUP1 year Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,013 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
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 | $50,722 | $28,601+77.3% | $71,735-29.3% | $66,914-24.2% |
| Participation rate | 60.0% | 56.7%+3.3pp | 62.3%-2.3pp | 69.8%-9.8pp |
| Annual return | -17.66% | -10.90%-6.8pp | 9.14%-26.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $960 | $1,104-13.0% | $1,704-43.7% | $2,544-62.3% |
| Participant deferral / active EE | $2,764 | $1,912+44.6% | $2,658+4.0% | $4,237-34.8% |
| Admin fee / account holder | $162 | $506-68.1% | $3,974-95.9% | $593-72.8% |