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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,589 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,743 | $96,018+28.9% | $65,493+88.9% | $85,563+44.6% |
| Participation rate | 70.5% | 74.8%-4.3pp | 73.1%-2.6pp | 66.0%+4.6pp |
| Annual return | 19.39% | 14.51%+4.9pp | 982.45%-963.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $3,665 | $3,235+13.3% | $2,574+42.4% | $2,654+38.1% |
| Participant deferral / active EE | $8,029 | $4,055+98.0% | $3,961+102.7% | $4,375+83.5% |
| Admin fee / account holder | $187 | $271-31.0% | $5,028-96.3% | $834-77.6% |