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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,270 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,292 |
Filed as: LAW OFFICES OF ED FRADO LLC Service code 27 8400 E CRESCENT PKWY STE 600 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,214 | $76,050-37.9% | $96,544-51.1% | $71,457-33.9% |
| Participation rate | 69.1% | 74.4%-5.3pp | 76.0%-6.8pp | 67.9%+1.2pp |
| Annual return | 14.93% | 22.81%-7.9pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,165 | $2,244-3.5% | $2,965-27.0% | $2,588-16.3% |
| Participant deferral / active EE | $4,463 | $4,215+5.9% | $4,851-8.0% | $4,289+4.1% |
| Admin fee / account holder | $268 | $2,707-90.1% | $8,252-96.7% | $1,587-83.1% |