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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,022 |
KORNERSTONE, INC.3 years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 1811 CONCORD AVE STE 130 · CHICO, CA 95928 | Advisory (Plan) | $20,164 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,141 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,111 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $30 |
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 | $13,491 | $32,482-58.5% | $77,024-82.5% | $78,044-82.7% |
| Participation rate | 11.5% | 37.9%-26.3pp | 67.9%-56.4pp | 74.4%-62.9pp |
| Annual return | -14.54% | -7.74%-6.8pp | 42.32%-56.9pp | 10.87%-25.4pp |
| Employer contribution / active EE | $20 | $965-97.9% | $2,812-99.3% | $3,125-99.3% |
| Participant deferral / active EE | $976 | $2,316-57.8% | $4,426-77.9% | $5,084-80.8% |
| Admin fee / account holder | $116 | $107+7.8% | $5,425-97.9% | $79+46.6% |