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 | $5,180 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,324 |
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 | $58,795 | $56,423+4.2% | $77,163-23.8% | $71,457-17.7% |
| Participation rate | 64.5% | 64.3%+0.2pp | 69.6%-5.0pp | 67.9%-3.4pp |
| Annual return | 17.70% | 19.05%-1.3pp | 37.87%-20.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $392 | $1,866-79.0% | $2,535-84.5% | $2,588-84.8% |
| Participant deferral / active EE | $2,787 | $3,142-11.3% | $3,833-27.3% | $4,289-35.0% |
| Admin fee / account holder | $31 | $1,429-97.8% | $5,472-99.4% | $1,587-98.0% |