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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $96,301 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $34,177 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,213 |
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 | $136,101 | $108,719+25.2% | $101,326+34.3% | $85,563+59.1% |
| Participation rate | 75.5% | 80.9%-5.4pp | 81.5%-6.0pp | 66.0%+9.5pp |
| Annual return | 15.86% | 20.95%-5.1pp | 36.82%-21.0pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,898 | $3,114+25.2% | $3,665+6.3% | $2,654+46.9% |
| Participant deferral / active EE | $6,544 | $8,545-23.4% | $7,994-18.1% | $4,375+49.6% |
| Admin fee / account holder | $417 | $685-39.0% | $11,185-96.3% | $834-50.0% |