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 | $104,348 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $56,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,748 | $53,136-87.3% | $155,509-95.7% | $199,593-96.6% |
| Participation rate | 77.6% | 64.1%+13.5pp | 78.2%-0.6pp | 72.0%+5.6pp |
| Annual return | 12.88% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,030 | $1,851+9.7% | $4,672-56.6% | $3,034-33.1% |
| Participant deferral / active EE | $397 | $3,161-87.4% | $5,626-92.9% | $5,087-92.2% |
| Admin fee / account holder | $87 | $185-53.3% | $15,912-99.5% | $269-67.8% |