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 | $61,192 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,156 | $129,021-54.9% | $184,203-68.4% | $77,643-25.1% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.8%-13.5pp | 70.6%+2.7pp |
| Annual return | 18.45% | 33.27%-14.8pp | 28.81%-10.4pp | 31.24%-12.8pp |
| Employer contribution / active EE | $2,055 | $4,413-53.4% | $6,427-68.0% | $2,726-24.6% |
| Participant deferral / active EE | $4,466 | $7,297-38.8% | $9,131-51.1% | $4,647-3.9% |
| Admin fee / account holder | $190 | $254-25.1% | $13,901-98.6% | $430-55.8% |