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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $155,673 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 49 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Services | $53,844 |
Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $26,922 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,709 |
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 | $177,072 | $241,101-26.6% | $103,333+71.4% | $199,593-11.3% |
| Participation rate | 77.7% | 78.3%-0.6pp | 74.5%+3.2pp | 72.0%+5.7pp |
| Annual return | 16.44% | 17.80%-1.4pp | 24.88%-8.4pp | 34.25%-17.8pp |
| Employer contribution / active EE | $9,334 | $4,244+119.9% | $3,868+141.3% | $3,034+207.6% |
| Participant deferral / active EE | $3,405 | $3,958-14.0% | $5,057-32.7% | $5,087-33.1% |
| Admin fee / account holder | $72 | $288-74.9% | $8,355-99.1% | $269-73.1% |