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 9-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 | $49,430 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $34,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,453 | $95,274-40.7% | $135,903-58.5% | $74,419-24.1% |
| Participation rate | 56.0% | 78.2%-22.1pp | 81.9%-25.9pp | 70.7%-14.7pp |
| Annual return | 17.38% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $812 | $3,874-79.0% | $4,856-83.3% | $2,637-69.2% |
| Participant deferral / active EE | $5,317 | $7,782-31.7% | $7,758-31.5% | $4,528+17.4% |
| Admin fee / account holder | $290 | $266+9.2% | $10,762-97.3% | $348-16.5% |