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 | $42,969 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,854 | $88,634+201.1% | $101,326+163.4% | $74,304+259.1% |
| Participation rate | 91.4% | 76.9%+14.5pp | 81.5%+9.9pp | 60.3%+31.0pp |
| Annual return | 15.70% | 33.10%-17.4pp | 36.82%-21.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $10,165 | $2,930+246.9% | $3,665+177.3% | $2,241+353.5% |
| Participant deferral / active EE | $11,716 | $7,322+60.0% | $7,994+46.6% | $3,767+211.0% |
| Admin fee / account holder | $295 | $2,425-87.8% | $11,185-97.4% | $2,969-90.1% |