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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,415 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $34,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,798 |
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 | $43,024 | $62,624-31.3% | $177,989-75.8% | $77,643-44.6% |
| Participation rate | 86.8% | 66.8%+20.0pp | 77.1%+9.7pp | 70.6%+16.3pp |
| Annual return | 14.75% | 16.16%-1.4pp | 294.48%-279.7pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,650 | $1,909+38.8% | $3,949-32.9% | $2,726-2.8% |
| Participant deferral / active EE | $3,806 | $4,219-9.8% | $6,276-39.4% | $4,647-18.1% |
| Admin fee / account holder | $331 | $386-14.1% | $10,363-96.8% | $430-23.0% |