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 9-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 | $19,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,974 |
BKS RETIREMENT SERVICES4 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,453 | $95,274-55.4% | $135,903-68.8% | $74,419-43.0% |
| Participation rate | 48.7% | 78.2%-29.5pp | 81.9%-33.2pp | 70.7%-22.0pp |
| Annual return | 22.91% | 32.77%-9.9pp | 68.23%-45.3pp | 34.38%-11.5pp |
| Employer contribution / active EE | $1,322 | $3,874-65.9% | $4,856-72.8% | $2,637-49.9% |
| Participant deferral / active EE | $5,039 | $7,782-35.3% | $7,758-35.1% | $4,528+11.3% |
| Admin fee / account holder | $103 | $266-61.4% | $10,762-99.0% | $348-70.5% |