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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,285 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $10,988 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,260 |
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 | $21,458 | $46,292-53.6% | $143,757-85.1% | $64,808-66.9% |
| Participation rate | 30.0% | 64.2%-34.3pp | 80.3%-50.3pp | 71.5%-41.5pp |
| Annual return | -14.32% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $672 | $1,910-64.8% | $4,951-86.4% | $2,506-73.2% |
| Participant deferral / active EE | $1,142 | $2,646-56.8% | $5,637-79.7% | $4,310-73.5% |
| Admin fee / account holder | $175 | $154+13.6% | $14,673-98.8% | $188-7.0% |