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 | $10,471 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $643 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,491 | $76,050-78.3% | $96,544-82.9% | $71,457-76.9% |
| Participation rate | 60.6% | 74.4%-13.8pp | 76.0%-15.4pp | 67.9%-7.3pp |
| Annual return | 15.02% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,787 | $4,215-33.9% | $4,851-42.5% | $4,289-35.0% |
| Admin fee / account holder | $142 | $2,707-94.8% | $8,252-98.3% | $1,587-91.0% |