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 5-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 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,331 |
FIDUCIENT ADVISORS LLC1 year Service code 99 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $45,020 |
CLIFTONLARSONALLEN LLP1 year Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $27,274 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,437 | $92,055+102.5% | $106,213+75.5% | $77,643+140.1% |
| Participation rate | 98.2% | 81.0%+17.2pp | 75.3%+22.9pp | 70.6%+27.7pp |
| Annual return | 21.23% | 17.91%+3.3pp | 116.14%-94.9pp | 31.24%-10.0pp |
| Employer contribution / active EE | $9,803 | $3,367+191.1% | $3,171+209.1% | $2,726+259.6% |
| Participant deferral / active EE | $8,702 | $5,386+61.6% | $5,016+73.5% | $4,647+87.2% |
| Admin fee / account holder | $254 | $219+15.8% | $11,033-97.7% | $430-41.1% |