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 | $30,936 |
Filed as: NORTHWEST CAPITAL MANAGEMENT, INC D Service code 27 1 CENTERPOINTE DR STE 115 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $17,583 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,750 |
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.
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 | $29,521 | $50,982-42.1% | $154,803-80.9% | $85,563-65.5% |
| Participation rate | 35.8% | 59.8%-24.0pp | 78.1%-42.3pp | 66.0%-30.2pp |
| Annual return | 12.59% | 30.35%-17.8pp | 58.88%-46.3pp | 31.51%-18.9pp |
| Employer contribution / active EE | $150 | $1,708-91.2% | $4,305-96.5% | $2,654-94.4% |
| Participant deferral / active EE | $1,316 | $2,474-46.8% | $5,540-76.2% | $4,375-69.9% |
| Admin fee / account holder | $212 | $846-74.9% | $14,329-98.5% | $834-74.6% |