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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,251 |
BFSG LLC4 years Service code 27 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $18,750 |
FOCUS FINANCIAL PARTNERS LLC DBA BF1 year Service code 27 8182 MARYLAND AVE STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $6,250 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,024 | $83,902+65.7% | $167,512-17.0% | $84,808+63.9% |
| Participation rate | 97.5% | 66.5%+31.0pp | 77.1%+20.4pp | 68.3%+29.2pp |
| Annual return | 13.93% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,043 | $2,264+255.3% | $3,882+107.2% | $2,631+205.7% |
| Participant deferral / active EE | $30,247 | $4,442+580.9% | $6,405+372.3% | $4,212+618.2% |
| Admin fee / account holder | $206 | $7,915-97.4% | $9,769-97.9% | $7,344-97.2% |