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 7-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 | $75,661 |
HAYS FINANCIAL GROUP3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,185 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,963 | $52,090-19.4% | $95,745-56.2% | $80,160-47.7% |
| Participation rate | 62.0% | 67.0%-5.0pp | 72.3%-10.3pp | 72.9%-10.9pp |
| Annual return | 30.51% | 23.29%+7.2pp | 28.35%+2.2pp | 40.38%-9.9pp |
| Employer contribution / active EE | $3,118 | $1,548+101.3% | $2,835+10.0% | $2,978+4.7% |
| Participant deferral / active EE | $6,539 | $3,266+100.2% | $4,245+54.0% | $5,017+30.3% |
| Admin fee / account holder | $131 | $96+36.7% | $5,678-97.7% | $145-9.5% |