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 3-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,011 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $30,000 |
Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $12,573 |
C-BEN GROUP2 years Service code 13 · EIN 85-1191330 | Contract Administrator | $6,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $30,004 | $113,293-73.5% | $67,502-55.6% | $199,593-85.0% |
| Participation rate | 47.8% | 73.3%-25.6pp | 72.9%-25.1pp | 72.0%-24.2pp |
| Annual return | 29.21% | 15.88%+13.3pp | 3512.12%-3482.9pp | 34.25%-5.0pp |
| Employer contribution / active EE | $610 | $3,401-82.1% | $2,731-77.7% | $3,034-79.9% |
| Participant deferral / active EE | $2,353 | $4,159-43.4% | $4,000-41.2% | $5,087-53.7% |
| Admin fee / account holder | $153 | $103+49.0% | $3,998-96.2% | $269-43.2% |