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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $26,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,672 |
SAMUEL GOLDSTEIN & CO PC4 years Service code 10 150 GREAT NECK RD STE 202 · GREAT NECK, NY 110213309 | Accounting | $10,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $87,101 | $42,353+105.7% | $79,550+9.5% | $64,808+34.4% |
| Participation rate | 34.2% | 64.8%-30.6pp | 69.5%-35.3pp | 71.5%-37.3pp |
| Annual return | -20.21% | -12.24%-8.0pp | 0.16%-20.4pp | 32.82%-53.0pp |
| Employer contribution / active EE | $344 | $1,181-70.9% | $2,413-85.8% | $2,506-86.3% |
| Participant deferral / active EE | $3,091 | $3,170-2.5% | $3,985-22.4% | $4,310-28.3% |
| Admin fee / account holder | $192 | $160+20.2% | $6,832-97.2% | $188+2.1% |