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 | $36,142 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,647 |
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 | $59,531 | $58,778+1.3% | $129,207-53.9% | $77,643-23.3% |
| Participation rate | 47.1% | 59.2%-12.1pp | 69.6%-22.5pp | 70.6%-23.5pp |
| Annual return | 13.55% | 24.73%-11.2pp | 9417.33%-9403.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $669 | $1,952-65.7% | $4,153-83.9% | $2,726-75.5% |
| Participant deferral / active EE | $2,192 | $3,212-31.8% | $4,168-47.4% | $4,647-52.8% |
| Admin fee / account holder | $257 | $589-56.4% | $7,715-96.7% | $430-40.2% |