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 | $104,847 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,445 |
CROWE LLP2 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $24,150 |
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 | $47,281 | $58,644-19.4% | $177,989-73.4% | $199,593-76.3% |
| Participation rate | 36.8% | 65.5%-28.7pp | 77.1%-40.3pp | 72.0%-35.2pp |
| Annual return | 12.42% | 19.25%-6.8pp | 294.48%-282.1pp | 34.25%-21.8pp |
| Employer contribution / active EE | $618 | $1,801-65.7% | $3,949-84.3% | $3,034-79.6% |
| Participant deferral / active EE | $1,776 | $4,248-58.2% | $6,276-71.7% | $5,087-65.1% |
| Admin fee / account holder | $143 | $145-1.5% | $10,363-98.6% | $269-46.7% |