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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 117 CENTER PARK DRIVE · KNOXVILLE, TN 37922 | Contract Administrator | $3,265 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,438 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,575 | $59,186-66.9% | $76,768-74.5% | $56,287-65.2% |
| Participation rate | 36.6% | 75.2%-38.6pp | 77.0%-40.3pp | 69.9%-33.2pp |
| Annual return | -2.84% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $508 | $1,759-71.1% | $2,485-79.6% | $2,111-76.0% |
| Participant deferral / active EE | $761 | $3,255-76.6% | $3,852-80.2% | $3,350-77.3% |
| Admin fee / account holder | $30 | $489-93.8% | $6,675-99.5% | $521-94.2% |