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 | $48,278 |
STONES RIVER CONSULTING5 years Filed as: STONES RIVER CONSULTING INC Service code 13 2441 Q OLD FORT PKWY STE 407 · MURFREESBORO, TN 37128 | Contract Administrator | $3,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,376 | $88,083+1.5% | $164,813-45.8% | $74,495+20.0% |
| Participation rate | 53.1% | 73.0%-19.9pp | 78.6%-25.5pp | 67.2%-14.1pp |
| Annual return | 11.06% | 17.26%-6.2pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $641 | $2,593-75.3% | $4,341-85.2% | $2,623-75.6% |
| Participant deferral / active EE | $3,628 | $4,498-19.3% | $6,031-39.9% | $4,346-16.5% |
| Admin fee / account holder | $372 | $2,234-83.3% | $12,690-97.1% | $1,942-80.8% |