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 | $62,895 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $39,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,500 |
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 | $51,928 | $71,964-27.8% | $167,512-69.0% | $85,563-39.3% |
| Participation rate | 89.2% | 61.0%+28.3pp | 77.1%+12.2pp | 66.0%+23.3pp |
| Annual return | 16.93% | 18.83%-1.9pp | 1615.79%-1598.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,747 | $1,875+46.5% | $3,882-29.2% | $2,654+3.5% |
| Participant deferral / active EE | $3,966 | $4,110-3.5% | $6,405-38.1% | $4,375-9.3% |
| Admin fee / account holder | $360 | $815-55.9% | $9,769-96.3% | $834-56.9% |