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 3-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 | $54,990 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,399 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,736 |
BDO USA, LLP1+ years Filed as: BDO, USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,413 | $84,784+27.9% | $98,439+10.1% | $74,419+45.7% |
| Participation rate | 99.8% | 81.5%+18.3pp | 75.2%+24.7pp | 70.7%+29.1pp |
| Annual return | 20.89% | 20.59%+0.3pp | 21.16%-0.3pp | 34.38%-13.5pp |
| Employer contribution / active EE | $5,741 | $3,364+70.7% | $3,048+88.4% | $2,637+117.7% |
| Participant deferral / active EE | $9,113 | $5,218+74.6% | $4,738+92.3% | $4,528+101.2% |
| Admin fee / account holder | $215 | $204+5.3% | $8,948-97.6% | $348-38.1% |