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 | $50,151 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $29,137 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,174 | $87,870+2.6% | $113,168-20.3% | $74,304+21.4% |
| Participation rate | 85.2% | 70.7%+14.5pp | 76.6%+8.7pp | 60.3%+24.9pp |
| Annual return | 14.57% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,009 | $2,277-11.8% | $2,975-32.5% | $2,241-10.4% |
| Participant deferral / active EE | $5,858 | $4,241+38.1% | $5,107+14.7% | $3,767+55.5% |
| Admin fee / account holder | $600 | $3,368-82.2% | $12,068-95.0% | $2,969-79.8% |