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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,214 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $26,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $301 |
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 | $147,840 | $59,101+150.1% | $77,163+91.6% | $75,163+96.7% |
| Participation rate | 75.9% | 63.9%+12.1pp | 69.6%+6.4pp | 67.2%+8.7pp |
| Annual return | 14.97% | 26.71%-11.7pp | 37.87%-22.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,956 | $1,995+48.2% | $2,535+16.6% | $2,670+10.7% |
| Participant deferral / active EE | $6,915 | $2,999+130.6% | $3,833+80.4% | $4,125+67.6% |
| Admin fee / account holder | $901 | $4,774-81.1% | $5,472-83.5% | $5,651-84.1% |