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 |
|---|---|---|
DAVENPORT & COMPANY LLC5 years Service code 27 · EIN 54-1835842 | Advisory (Plan) | $52,234 |
PBMARES, LLP7 years Service code 13 · EIN 54-0737372 | Contract Administrator | $17,655 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $65,911 | $61,058+7.9% | $71,209-7.4% | $85,563-23.0% |
| Participation rate | 80.9% | 58.6%+22.3pp | 73.8%+7.1pp | 66.0%+14.9pp |
| Annual return | 12.65% | 100.41%-87.8pp | 282.51%-269.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $1,618 | $2,199-26.4% | $2,721-40.5% | $2,654-39.0% |
| Participant deferral / active EE | $4,890 | $3,173+54.1% | $4,175+17.1% | $4,375+11.8% |
| Admin fee / account holder | $180 | $855-78.9% | $5,349-96.6% | $834-78.4% |