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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $58,109 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $4,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,489 | $82,917-81.3% | $103,333-85.0% | $77,643-80.1% |
| Participation rate | 19.6% | 71.6%-52.0pp | 74.5%-54.9pp | 70.6%-51.0pp |
| Annual return | 15.12% | 19.13%-4.0pp | 24.88%-9.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,699 | $3,552-52.2% | $3,868-56.1% | $2,726-37.7% |
| Participant deferral / active EE | $5,120 | $4,108+24.6% | $5,057+1.2% | $4,647+10.2% |
| Admin fee / account holder | $136 | $638-78.6% | $8,355-98.4% | $430-68.3% |