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 | $36,500 |
ADVUS FINANCIAL PARTNERS LLC3 years Service code 27 631 W MORSE BLVD STE 115 · WINTER PARK, FL 37289 | Advisory (Plan) | $21,472 |
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 | $86,590 | $56,767+52.5% | $101,794-14.9% | $85,563+1.2% |
| Participation rate | 40.5% | 57.6%-17.1pp | 69.2%-28.7pp | 66.0%-25.5pp |
| Annual return | 14.19% | 17.76%-3.6pp | 30.53%-16.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $804 | $1,112-27.7% | $2,289-64.9% | $2,654-69.7% |
| Participant deferral / active EE | $3,476 | $2,720+27.8% | $4,084-14.9% | $4,375-20.5% |
| Admin fee / account holder | $381 | $1,098-65.3% | $8,777-95.7% | $834-54.3% |