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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,731 |
Filed as: NWAM LLC DBA NORTHWEST ASSET Service code 27 2835 82ND AVE SE STE 100 · MERCER ISLAND, WA 98040 | Advisory (Plan) | $16,403 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,205 |
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 | $101,151 | $59,417+70.2% | $93,606+8.1% | $74,495+35.8% |
| Participation rate | 44.9% | 59.7%-14.8pp | 68.7%-23.9pp | 67.2%-22.3pp |
| Annual return | 12.45% | 81.83%-69.4pp | 133.20%-120.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,851 | $1,264+46.5% | $2,420-23.5% | $2,623-29.4% |
| Participant deferral / active EE | $3,537 | $3,050+16.0% | $4,411-19.8% | $4,346-18.6% |
| Admin fee / account holder | $461 | $3,021-84.8% | $8,285-94.4% | $1,942-76.3% |