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 ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,307 |
UNIGLOBAL PENSION PLANNING, INC.10+ years Filed as: UNIGLOBAL PENSION PLANNING INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,255 |
UNIGLOBAL PENSION PLANNING, INC.10+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 4114 LEGATO RD · FAIRFAX, VA 22033 | Contract Administrator | $1,450 |
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 | $127,592 | $58,926+116.5% | $97,226+31.2% | $74,495+71.3% |
| Participation rate | 53.1% | 63.5%-10.4pp | 72.7%-19.6pp | 67.2%-14.1pp |
| Annual return | 12.12% | 16.04%-3.9pp | 75.13%-63.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $708 | $1,894-62.6% | $2,729-74.0% | $2,623-73.0% |
| Participant deferral / active EE | $5,065 | $3,664+38.2% | $4,264+18.8% | $4,346+16.6% |
| Admin fee / account holder | $170 | $1,974-91.4% | $5,654-97.0% | $1,942-91.2% |