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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.
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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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $253,740 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $74,653 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,623 | $96,486+63.4% | $153,485+2.7% | $77,643+103.0% |
| Participation rate | 99.1% | 81.6%+17.4pp | 77.1%+22.0pp | 70.6%+28.5pp |
| Annual return | 9.70% | 14.44%-4.7pp | 15.65%-6.0pp | 31.24%-21.5pp |
| Employer contribution / active EE | $3,588 | $5,224-31.3% | $5,039-28.8% | $2,726+31.6% |
| Participant deferral / active EE | $9,905 | $6,609+49.9% | $6,757+46.6% | $4,647+113.1% |
| Admin fee / account holder | $331 | $182+81.4% | $12,724-97.4% | $430-23.1% |