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 | $24,809 |
Service code 27 2835 82ND AVE SE STE 100 · MERCER ISLAND, WA 98040 | Advisory (Plan) | $12,924 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,187 | $54,701+77.7% | $86,188+12.8% | $71,457+36.0% |
| Participation rate | 42.9% | 60.1%-17.3pp | 69.0%-26.1pp | 67.9%-25.1pp |
| Annual return | 19.00% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,771 | $1,265+40.0% | $2,380-25.6% | $2,588-31.6% |
| Participant deferral / active EE | $3,685 | $3,108+18.6% | $3,985-7.5% | $4,289-14.1% |
| Admin fee / account holder | $407 | $1,922-78.8% | $6,852-94.1% | $1,587-74.4% |