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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,824 |
CETERA ADVISOR NETWORKS LLC4 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $40,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,531 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $15,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,749 | $45,031+50.5% | $84,966-20.3% | $77,643-12.7% |
| Participation rate | 91.7% | 48.7%+43.0pp | 67.5%+24.2pp | 70.6%+21.1pp |
| Annual return | 15.83% | 79.22%-63.4pp | 66.38%-50.6pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,453 | $1,609+176.7% | $2,727+63.3% | $2,726+63.4% |
| Participant deferral / active EE | $5,176 | $2,807+84.4% | $4,519+14.5% | $4,647+11.4% |
| Admin fee / account holder | $308 | $912-66.2% | $6,149-95.0% | $430-28.5% |