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 8-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 | $10,755 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,340 |
CASSELL PLAN AUDITS3 years Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $3,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,901 |
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.)
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 | $31,308 | $37,393-16.3% | $77,024-59.4% | $66,914-53.2% |
| Participation rate | 24.0% | 52.9%-28.8pp | 67.9%-43.9pp | 69.8%-45.8pp |
| Annual return | -16.86% | -3.29%-13.6pp | 42.32%-59.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,490 | $2,617-43.1% | $4,426-66.3% | $4,237-64.8% |
| Admin fee / account holder | $467 | $567-17.7% | $5,425-91.4% | $593-21.4% |