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 | $104,531 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,330 | $106,028+105.9% | $146,958+48.6% | $77,643+181.2% |
| Participation rate | 91.3% | 78.4%+12.9pp | 82.2%+9.1pp | 70.6%+20.7pp |
| Annual return | 11.95% | 56.73%-44.8pp | 418.34%-406.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,798 | $4,063-6.5% | $4,933-23.0% | $2,726+39.3% |
| Participant deferral / active EE | $8,701 | $7,990+8.9% | $8,070+7.8% | $4,647+87.2% |
| Admin fee / account holder | $303 | $337-10.2% | $12,998-97.7% | $430-29.6% |