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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,059 |
NEWFRONT RETIREMENT SERVICES INC2+ years Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $13,707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,794 | $101,317-55.8% | $146,958-69.5% | $74,495-39.9% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 40.49% | 8730.91%-8690.4pp | 418.34%-377.9pp | 1364.94%-1324.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14,218 | $7,303+94.7% | $8,070+76.2% | $4,346+227.2% |
| Admin fee / account holder | $181 | $1,739-89.6% | $12,998-98.6% | $1,942-90.7% |