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 | $70,252 |
VALMARK ADVISERS INC8 years Service code 27 130 SPRINGSIDE DR STE 110 · AKRON, OH 44333 | Advisory (Plan) | $64,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,038 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $19,933 |
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 | $116,142 | $54,193+114.3% | $93,606+24.1% | $77,643+49.6% |
| Participation rate | 83.7% | 63.9%+19.7pp | 68.7%+15.0pp | 70.6%+13.1pp |
| Annual return | 13.20% | 30.54%-17.3pp | 133.20%-120.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,564 | $1,168+119.5% | $2,420+6.0% | $2,726-5.9% |
| Participant deferral / active EE | $7,646 | $3,144+143.2% | $4,411+73.3% | $4,647+64.5% |
| Admin fee / account holder | $568 | $576-1.2% | $8,285-93.1% | $430+32.1% |