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 | $64,484 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $27,797 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,426 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $10,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,645 | $34,677+46.0% | $77,024-34.2% | $64,808-21.9% |
| Participation rate | 76.4% | 49.8%+26.5pp | 67.9%+8.5pp | 71.5%+4.9pp |
| Annual return | -15.17% | -5.33%-9.8pp | 42.32%-57.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $3,972 | $1,370+189.9% | $2,812+41.2% | $2,506+58.5% |
| Participant deferral / active EE | $3,821 | $2,556+49.5% | $4,426-13.7% | $4,310-11.4% |
| Admin fee / account holder | $267 | $179+49.5% | $5,425-95.1% | $188+42.1% |