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 | $115,404 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,000 |
Filed as: HENDERSON BROTHERS FINANCIAL PARTNE Service code 27 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 15222 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,046 |
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 | $249,046 | $119,446+108.5% | $150,045+66.0% | $85,563+191.1% |
| Participation rate | 97.4% | 75.4%+22.0pp | 82.3%+15.1pp | 66.0%+31.5pp |
| Annual return | 16.12% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,055 | $4,078-0.6% | $4,693-13.6% | $2,654+52.8% |
| Participant deferral / active EE | $9,495 | $7,985+18.9% | $7,997+18.7% | $4,375+117.0% |
| Admin fee / account holder | $336 | $548-38.7% | $13,435-97.5% | $834-59.7% |