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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $52,973 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,574 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,437 | $73,102+48.3% | $123,544-12.2% | $56,287+92.7% |
| Participation rate | 88.2% | 74.3%+13.9pp | 82.3%+5.9pp | 69.9%+18.3pp |
| Annual return | 53.02% | 3.01%+50.0pp | 119.20%-66.2pp | -9.96%+63.0pp |
| Employer contribution / active EE | $2,312 | $2,977-22.3% | $4,628-50.0% | $2,111+9.5% |
| Participant deferral / active EE | $9,285 | $5,423+71.2% | $6,426+44.5% | $3,350+177.2% |
| Admin fee / account holder | $604 | $554+9.1% | $9,284-93.5% | $521+15.9% |