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 Service code 15 · EIN 84-0467907 | Recordkeeping | $93,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $43,732 |
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 | $55,024 | $53,136+3.6% | $155,509-64.6% | $199,593-72.4% |
| Participation rate | 81.7% | 64.1%+17.6pp | 78.2%+3.5pp | 72.0%+9.7pp |
| Annual return | 14.11% | 41.15%-27.0pp | 64.67%-50.6pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,572 | $1,851+38.9% | $4,672-45.0% | $3,034-15.2% |
| Participant deferral / active EE | $3,424 | $3,161+8.3% | $5,626-39.1% | $5,087-32.7% |
| Admin fee / account holder | $95 | $185-48.7% | $15,912-99.4% | $269-64.6% |