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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,671 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,785 |
Service code 27 | Advisory (Plan) | $11,926 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,572 | $91,762-78.7% | $67,502-71.0% | $77,643-74.8% |
| Participation rate | 65.3% | 75.9%-10.6pp | 72.9%-7.5pp | 70.6%-5.2pp |
| Annual return | 12.88% | 14.87%-2.0pp | 3512.12%-3499.2pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,856 | $3,181-41.7% | $2,731-32.0% | $2,726-31.9% |
| Participant deferral / active EE | $4,184 | $3,903+7.2% | $4,000+4.6% | $4,647-10.0% |
| Admin fee / account holder | $170 | $176-3.6% | $3,998-95.8% | $430-60.6% |