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 | $61,955 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $51,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,483 | $46,292+22.0% | $143,757-60.7% | $64,808-12.8% |
| Participation rate | 66.5% | 64.2%+2.3pp | 80.3%-13.8pp | 71.5%-4.9pp |
| Annual return | 0.99% | -10.05%+11.0pp | -0.04%+1.0pp | 32.82%-31.8pp |
| Employer contribution / active EE | $1,716 | $1,910-10.1% | $4,951-65.3% | $2,506-31.5% |
| Participant deferral / active EE | $3,463 | $2,646+30.9% | $5,637-38.6% | $4,310-19.7% |
| Admin fee / account holder | $249 | $154+62.1% | $14,673-98.3% | $188+32.7% |