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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,953 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,296 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,997 |
PROFESSIONAL BENEFIT SERVICES11+ years Service code 13 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Contract Administrator | $7,656 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,823 | $57,831-24.2% | $82,389-46.8% | $85,563-48.8% |
| Participation rate | 20.3% | 55.0%-34.7pp | 69.5%-49.2pp | 66.0%-45.6pp |
| Annual return | 12.20% | 17.86%-5.7pp | 28.67%-16.5pp | 31.51%-19.3pp |
| Employer contribution / active EE | $187 | $1,643-88.6% | $2,517-92.6% | $2,654-92.9% |
| Participant deferral / active EE | $1,099 | $3,118-64.8% | $4,155-73.6% | $4,375-74.9% |
| Admin fee / account holder | $309 | $1,391-77.8% | $7,231-95.7% | $834-62.9% |