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 INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,877 |
KESTRA INVESTMENT SERVICES LLC8+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $11,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,565 | $58,264-6.3% | $86,612-37.0% | $71,457-23.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 15.59% | 21.63%-6.0pp | 591.07%-575.5pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $102 | $1,057-90.4% | $5,614-98.2% | $1,587-93.6% |