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 7-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 Service code 64 855 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,362 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $20,085 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,638 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,916 | $49,693-17.7% | $70,515-42.0% | $74,419-45.0% |
| Participation rate | 39.1% | 64.7%-25.5pp | 68.3%-29.2pp | 70.7%-31.6pp |
| Annual return | 14.12% | 21.22%-7.1pp | 32.77%-18.7pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,184 | $1,773-33.2% | $2,973-60.2% | $2,637-55.1% |
| Participant deferral / active EE | $2,650 | $3,376-21.5% | $4,567-42.0% | $4,528-41.5% |
| Admin fee / account holder | $200 | $316-36.6% | $6,412-96.9% | $348-42.5% |