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 | $79,164 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $53,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,944 | $108,549-3.3% | $156,263-32.8% | $85,563+22.7% |
| Participation rate | 53.8% | 77.1%-23.3pp | 78.9%-25.1pp | 66.0%-12.2pp |
| Annual return | 9.55% | 21.79%-12.2pp | 59.47%-49.9pp | 31.51%-22.0pp |
| Employer contribution / active EE | $1,389 | $2,690-48.4% | $4,333-67.9% | $2,654-47.7% |
| Participant deferral / active EE | $4,032 | $4,800-16.0% | $6,158-34.5% | $4,375-7.9% |
| Admin fee / account holder | $612 | $650-5.9% | $14,255-95.7% | $834-26.7% |