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 | $56,177 |
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $26,212 |
WORLD INVESTMENTS INC DBA WORLD ADV1 year Service code 55 437 NEWMAN SPRINGS RD · LINCROFT, NJ 07738 | Other Commissions | $2,824 |
Service code 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $2,505 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $455 |
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 | $224,213 | $96,484+132.4% | $156,263+43.5% | $74,304+201.7% |
| Participation rate | 84.0% | 67.7%+16.3pp | 78.9%+5.1pp | 60.3%+23.7pp |
| Annual return | 14.92% | 17.73%-2.8pp | 59.47%-44.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,390 | $2,528-5.5% | $4,333-44.8% | $2,241+6.6% |
| Participant deferral / active EE | $6,660 | $4,286+55.4% | $6,158+8.2% | $3,767+76.8% |
| Admin fee / account holder | $375 | $3,728-89.9% | $14,255-97.4% | $2,969-87.4% |