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 | $33,704 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,208 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $9,693 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,423 |
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 | $15,125 | $83,884-82.0% | $64,056-76.4% | $74,419-79.7% |
| Participation rate | 90.8% | 76.6%+14.2pp | 72.3%+18.5pp | 70.7%+20.1pp |
| Annual return | 21.48% | 16.57%+4.9pp | 33.69%-12.2pp | 34.38%-12.9pp |
| Employer contribution / active EE | $1,252 | $3,084-59.4% | $2,747-54.4% | $2,637-52.5% |
| Participant deferral / active EE | $3,203 | $3,692-13.2% | $3,880-17.4% | $4,528-29.3% |
| Admin fee / account holder | $129 | $196-34.4% | $3,068-95.8% | $348-63.0% |