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 | $9,788 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,221 |
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 | $40,163 | $50,199-20.0% | $70,092-42.7% | $66,914-40.0% |
| Participation rate | 64.2% | 66.3%-2.2pp | 70.5%-6.3pp | 69.8%-5.6pp |
| Annual return | -14.39% | -13.85%-0.5pp | 190.73%-205.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $401 | $1,864-78.5% | $2,559-84.3% | $2,544-84.2% |
| Participant deferral / active EE | $2,633 | $3,112-15.4% | $3,849-31.6% | $4,237-37.8% |
| Admin fee / account holder | $43 | $600-92.9% | $6,267-99.3% | $593-92.8% |