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 | $38,972 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $114,365 | $44,960+154.4% | $84,966+34.6% | $74,495+53.5% |
| Participation rate | 94.9% | 49.4%+45.5pp | 67.5%+27.4pp | 67.2%+27.7pp |
| Annual return | 13.77% | 26.24%-12.5pp | 66.38%-52.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,798 | $1,457+92.0% | $2,727+2.6% | $2,623+6.7% |
| Participant deferral / active EE | $6,893 | $2,731+152.4% | $4,519+52.5% | $4,346+58.6% |
| Admin fee / account holder | $330 | $2,209-85.1% | $6,149-94.6% | $1,942-83.0% |