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 | $138,476 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $54,991 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,735 | $199,593-77.6% | $69,647-35.8% | $199,593-77.6% |
| Participation rate | 93.3% | 72.0%+21.3pp | 66.5%+26.8pp | 72.0%+21.3pp |
| Annual return | 15.02% | 34.25%-19.2pp | 100.48%-85.5pp | 34.25%-19.2pp |
| Employer contribution / active EE | $2,043 | $3,034-32.7% | $1,712+19.3% | $3,034-32.7% |
| Participant deferral / active EE | $5,004 | $5,087-1.6% | $2,886+73.4% | $5,087-1.6% |
| Admin fee / account holder | $152 | $269-43.5% | $4,713-96.8% | $269-43.5% |