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 | $32,546 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,370 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,590 | $66,098-11.4% | $101,794-42.4% | $74,304-21.1% |
| Participation rate | 97.0% | 53.8%+43.3pp | 69.2%+27.8pp | 60.3%+36.7pp |
| Annual return | 15.52% | 19.59%-4.1pp | 30.53%-15.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,890 | $1,082+74.8% | $2,289-17.4% | $2,241-15.7% |
| Participant deferral / active EE | $5,094 | $2,781+83.2% | $4,084+24.7% | $3,767+35.2% |
| Admin fee / account holder | $226 | $4,146-94.5% | $8,777-97.4% | $2,969-92.4% |