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 10-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,108 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $7,117 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $848 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,953 | $86,929-83.9% | $102,423-86.4% | $80,856-82.7% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 8.67% | 18.88%-10.2pp | 29.32%-20.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,066 | $2,369-55.0% | $3,023-64.7% | $2,755-61.3% |
| Participant deferral / active EE | $3,699 | $4,118-10.2% | $5,053-26.8% | $4,296-13.9% |
| Admin fee / account holder | $143 | $8,049-98.2% | $9,451-98.5% | $6,918-97.9% |