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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $57,381 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $5,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,600 | $40,278-31.5% | $80,569-65.7% | $80,160-65.6% |
| Participation rate | 41.3% | 47.5%-6.2pp | 67.0%-25.7pp | 72.9%-31.6pp |
| Annual return | -85.08% | 50.86%-135.9pp | 935.43%-1020.5pp | 40.38%-125.5pp |
| Employer contribution / active EE | $132 | $1,332-90.1% | $2,723-95.2% | $2,978-95.6% |
| Participant deferral / active EE | $2,134 | $2,696-20.8% | $4,447-52.0% | $5,017-57.5% |
| Admin fee / account holder | $79 | $210-62.6% | $5,377-98.5% | $145-45.7% |