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 | $60,673 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $38,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,536 |
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 | $54,604 | $86,655-37.0% | $119,609-54.3% | $66,914-18.4% |
| Participation rate | 96.3% | 75.6%+20.8pp | 79.3%+17.1pp | 69.8%+26.5pp |
| Annual return | -16.13% | -8.00%-8.1pp | -14.97%-1.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,022 | $2,536-20.3% | $4,232-52.2% | $2,544-20.5% |
| Participant deferral / active EE | $6,672 | $4,358+53.1% | $5,602+19.1% | $4,237+57.5% |
| Admin fee / account holder | $296 | $755-60.8% | $10,323-97.1% | $593-50.1% |