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 | $30,825 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $18,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,597 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,045 | $29,548-22.0% | $56,411-59.1% | $77,643-70.3% |
| Participation rate | 88.9% | 32.7%+56.2pp | 52.5%+36.4pp | 70.6%+18.3pp |
| Annual return | -8.50% | 19.01%-27.5pp | 1701.33%-1709.8pp | 31.24%-39.7pp |
| Employer contribution / active EE | $653 | $568+15.0% | $1,039-37.2% | $2,726-76.1% |
| Participant deferral / active EE | $2,960 | $1,061+179.1% | $1,952+51.7% | $4,647-36.3% |
| Admin fee / account holder | $158 | $1,046-84.9% | $2,829-94.4% | $430-63.2% |