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 | Recordkeeping Fees | $25,204 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $8,186 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 | Advisory (Plan) | $7,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $1,543 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 | Shareholder Servicing | $0 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,445 | $73,360-77.6% | $177,989-90.8% | $74,495-77.9% |
| Participation rate | 83.1% | 66.6%+16.5pp | 77.1%+6.0pp | 67.2%+15.9pp |
| Annual return | 15.41% | 17.49%-2.1pp | 294.48%-279.1pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,881 | $2,216-15.1% | $3,949-52.4% | $2,623-28.3% |
| Participant deferral / active EE | $2,828 | $4,513-37.4% | $6,276-54.9% | $4,346-34.9% |
| Admin fee / account holder | $191 | $1,808-89.4% | $10,363-98.2% | $1,942-90.2% |