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 8-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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $245,809 |
EJREYNOLDS, INC.7+ years Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $103,211 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,617 |
Filed as: GERSON PRESTON KLEIN LIPS EISENBERG Service code 10 4770 BISCAYNE BOULEVARD · MIAMI, FL 33137 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,916 | $50,127-32.3% | $149,673-77.3% | $80,160-57.7% |
| Participation rate | 89.4% | 64.3%+25.1pp | 78.8%+10.6pp | 72.9%+16.4pp |
| Annual return | 28.50% | 29.82%-1.3pp | 134.42%-105.9pp | 40.38%-11.9pp |
| Employer contribution / active EE | $1,939 | $1,865+4.0% | $4,818-59.8% | $2,978-34.9% |
| Participant deferral / active EE | $4,611 | $3,194+44.4% | $5,680-18.8% | $5,017-8.1% |
| Admin fee / account holder | $102 | $153-33.5% | $13,210-99.2% | $145-29.9% |