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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $307,303 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68,857 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS,LLC Service code 27 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $34,573 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,310 |
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.
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 | $63,014 | $122,693-48.6% | $184,203-65.8% | $199,593-68.4% |
| Participation rate | 62.2% | 86.8%-24.6pp | 86.8%-24.6pp | 72.0%-9.8pp |
| Annual return | 28.12% | 143.91%-115.8pp | 28.81%-0.7pp | 34.25%-6.1pp |
| Employer contribution / active EE | $1,160 | $4,584-74.7% | $6,427-82.0% | $3,034-61.8% |
| Participant deferral / active EE | $5,810 | $7,990-27.3% | $9,131-36.4% | $5,087+14.2% |
| Admin fee / account holder | $162 | $121+34.5% | $13,901-98.8% | $269-39.7% |