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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113,488 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,993 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
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 | $155,857 | $88,890+75.3% | $102,423+52.2% | $77,643+100.7% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 14.56% | 24.98%-10.4pp | 29.32%-14.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,477 | $2,698+28.9% | $3,023+15.0% | $2,726+27.6% |
| Participant deferral / active EE | $13,814 | $5,145+168.5% | $5,053+173.4% | $4,647+197.2% |
| Admin fee / account holder | $305 | $235+29.6% | $9,451-96.8% | $430-29.1% |