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 4-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 | $42,911 |
DEFINITI LLC2 years Service code 13 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $14,290 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,871 |
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 | $23,856 | $129,021-81.5% | $184,203-87.0% | $77,643-69.3% |
| Participation rate | 94.1% | 87.3%+6.7pp | 86.8%+7.2pp | 70.6%+23.5pp |
| Annual return | 17.41% | 33.27%-15.9pp | 28.81%-11.4pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,868 | $4,413-35.0% | $6,427-55.4% | $2,726+5.2% |
| Participant deferral / active EE | $6,409 | $7,297-12.2% | $9,131-29.8% | $4,647+37.9% |
| Admin fee / account holder | $248 | $254-2.2% | $13,901-98.2% | $430-42.3% |