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 | $124,025 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $68,118 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,911 |
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 | $8,127 | $50,982-84.1% | $154,803-94.7% | $85,563-90.5% |
| Participation rate | 82.4% | 59.8%+22.6pp | 78.1%+4.3pp | 66.0%+16.4pp |
| Annual return | 17.07% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,704 | $1,708+58.3% | $4,305-37.2% | $2,654+1.9% |
| Participant deferral / active EE | $494 | $2,474-80.0% | $5,540-91.1% | $4,375-88.7% |
| Admin fee / account holder | $102 | $846-87.9% | $14,329-99.3% | $834-87.8% |