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.
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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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,749 |
Filed as: UNITED BANK Service code 27 2071 CHAIN BRIDGE RD · VIENNA, VA 22812 | Advisory (Plan) | $44,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,964 | $66,098+5.8% | $101,794-31.3% | $74,304-5.8% |
| Participation rate | 45.7% | 53.8%-8.0pp | 69.2%-23.5pp | 60.3%-14.6pp |
| Annual return | 13.63% | 19.59%-6.0pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,146 | $2,781+13.1% | $4,084-23.0% | $3,767-16.5% |
| Admin fee / account holder | $371 | $4,146-91.1% | $8,777-95.8% | $2,969-87.5% |