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 | $23,216 |
UNIGLOBAL PENSION PLANNING, INC.8+ years Filed as: UNIGLOBAL PENSION PLANNING INC. Service code 13 | Contract Administrator | $10,000 |
UNIGLOBAL PENSION PLANNING, INC.8+ 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 | $91,347 | $44,642+104.6% | $91,220+0.1% | $66,914+36.5% |
| Participation rate | 55.7% | 64.9%-9.2pp | 73.2%-17.5pp | 69.8%-14.1pp |
| Annual return | -18.43% | -12.29%-6.1pp | 114.01%-132.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $743 | $1,706-56.5% | $2,850-73.9% | $2,544-70.8% |
| Participant deferral / active EE | $4,995 | $3,349+49.1% | $4,234+18.0% | $4,237+17.9% |
| Admin fee / account holder | $133 | $521-74.4% | $5,420-97.5% | $593-77.5% |