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 | $44,151 |
ROTHSCHILD ASSET MANAGEMENT8 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $25,629 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,250 | $62,624+18.6% | $177,989-58.3% | $77,643-4.4% |
| Participation rate | 36.9% | 66.8%-29.9pp | 77.1%-40.2pp | 70.6%-33.7pp |
| Annual return | 14.98% | 16.16%-1.2pp | 294.48%-279.5pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,002 | $1,909-47.5% | $3,949-74.6% | $2,726-63.2% |
| Participant deferral / active EE | $2,335 | $4,219-44.7% | $6,276-62.8% | $4,647-49.8% |
| Admin fee / account holder | $401 | $386+3.9% | $10,363-96.1% | $430-6.9% |