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 | $11,949 |
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 | $47,848 | $24,733+93.5% | $69,647-31.3% | $74,495-35.8% |
| Participation rate | 55.2% | 63.5%-8.3pp | 66.5%-11.3pp | 67.2%-12.0pp |
| Annual return | 24.93% | 18.55%+6.4pp | 100.48%-75.6pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,176 | $1,901+488.0% | $2,886+287.3% | $4,346+157.2% |
| Admin fee / account holder | $96 | $1,892-94.9% | $4,713-98.0% | $1,942-95.1% |