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 INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,180 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,581 | $48,698+57.3% | $93,606-18.2% | $199,593-61.6% |
| Participation rate | 59.9% | 63.5%-3.6pp | 68.7%-8.8pp | 72.0%-12.1pp |
| Annual return | 13.69% | 15.34%-1.7pp | 133.20%-119.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,088 | $1,135-4.1% | $2,420-55.0% | $3,034-64.1% |
| Participant deferral / active EE | $3,318 | $2,817+17.8% | $4,411-24.8% | $5,087-34.8% |
| Admin fee / account holder | $99 | $195-49.5% | $8,285-98.8% | $269-63.4% |