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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,350 |
VALMARK ADVISERS INC7 years Service code 27 130 SPRINGSIDE DR STE 300 · AKRON, OH 44333 | Advisory (Plan) | $54,886 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,615 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $16,887 |
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 | $109,755 | $53,165+106.4% | $86,188+27.3% | $74,419+47.5% |
| Participation rate | 78.7% | 64.9%+13.8pp | 69.0%+9.7pp | 70.7%+7.9pp |
| Annual return | 16.83% | 22.64%-5.8pp | 1168.45%-1151.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,534 | $1,210+109.4% | $2,380+6.5% | $2,637-3.9% |
| Participant deferral / active EE | $7,753 | $3,234+139.7% | $3,985+94.5% | $4,528+71.2% |
| Admin fee / account holder | $530 | $551-4.0% | $6,852-92.3% | $348+52.2% |