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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,893 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,653 |
NATIONAL ASSOCIATES, INC.8 years Filed as: NATIONAL ASSOCIATES INC. Service code 13 22720 FAIRVIEW CENTER DRIVE STE 100 · FAIRVIEW PARK, OH 44126 | Contract Administrator | $27,697 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,736 | $106,028-47.4% | $146,958-62.1% | $77,643-28.2% |
| Participation rate | 47.0% | 78.4%-31.4pp | 82.2%-35.1pp | 70.6%-23.6pp |
| Annual return | 11.88% | 56.73%-44.8pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,295 | $4,063-68.1% | $4,933-73.7% | $2,726-52.5% |
| Participant deferral / active EE | $3,953 | $7,990-50.5% | $8,070-51.0% | $4,647-14.9% |
| Admin fee / account holder | $383 | $337+13.5% | $12,998-97.1% | $430-11.0% |