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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,182 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS 16TH FL · HARRISBURG, PA 17110 | Other Commissions | $64,412 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,623 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W. BROADWAY STE. 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,012 | $78,485+61.8% | $106,213+19.6% | $74,495+70.5% |
| Participation rate | 95.1% | 72.8%+22.3pp | 75.3%+19.9pp | 67.2%+27.9pp |
| Annual return | 13.08% | 15.95%-2.9pp | 116.14%-103.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,095 | $2,523-16.9% | $3,171-33.9% | $2,623-20.1% |
| Participant deferral / active EE | $6,765 | $4,322+56.5% | $5,016+34.9% | $4,346+55.7% |
| Admin fee / account holder | $416 | $2,232-81.4% | $11,033-96.2% | $1,942-78.6% |