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 | $58,698 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $42,053 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,503 |
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 | $157,178 | $101,317+55.1% | $146,958+7.0% | $74,495+111.0% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 14.17% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,476 | $3,810-35.0% | $4,933-49.8% | $2,623-5.6% |
| Participant deferral / active EE | $13,427 | $7,303+83.9% | $8,070+66.4% | $4,346+209.0% |
| Admin fee / account holder | $418 | $1,739-75.9% | $12,998-96.8% | $1,942-78.5% |