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 | $64,224 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $29,230 |
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 | $97,370 | $65,561+48.5% | $86,188+13.0% | $75,163+29.5% |
| Participation rate | 54.5% | 60.5%-5.9pp | 69.0%-14.4pp | 67.2%-12.6pp |
| Annual return | 11.94% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $341 | $1,553-78.1% | $2,380-85.7% | $2,670-87.2% |
| Participant deferral / active EE | $3,620 | $3,024+19.7% | $3,985-9.2% | $4,125-12.3% |
| Admin fee / account holder | $546 | $5,474-90.0% | $6,852-92.0% | $5,651-90.3% |