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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,518 |
STOCK YARDS BANK & TRUST2+ years Service code 27 4441 SPRINGDALE RD · LOUISVILLE, KY 40241 | Advisory (Plan) | $27,987 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,305 | $49,915+10.8% | $154,803-64.3% | $74,304-25.6% |
| Participation rate | 87.0% | 54.0%+33.0pp | 78.1%+8.9pp | 60.3%+26.6pp |
| Annual return | 12.56% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,652 | $1,611+2.5% | $4,305-61.6% | $2,241-26.3% |
| Participant deferral / active EE | $3,617 | $2,255+60.4% | $5,540-34.7% | $3,767-4.0% |
| Admin fee / account holder | $314 | $2,189-85.6% | $14,329-97.8% | $2,969-89.4% |