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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,682 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,947 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,406 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,786 | $92,055+55.1% | $106,213+34.4% | $77,643+83.9% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 28.13% | 17.91%+10.2pp | 116.14%-88.0pp | 31.24%-3.1pp |
| Employer contribution / active EE | $6,441 | $3,367+91.3% | $3,171+103.1% | $2,726+136.3% |
| Participant deferral / active EE | $10,121 | $5,386+87.9% | $5,016+101.8% | $4,647+117.8% |
| Admin fee / account holder | $256 | $219+16.7% | $11,033-97.7% | $430-40.6% |