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 | $40,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,868 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $16,310 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Other Fees | $2,007 |
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 | $52,923 | $65,435-19.1% | $86,677-38.9% | $66,914-20.9% |
| Participation rate | 93.7% | 75.5%+18.2pp | 76.6%+17.1pp | 69.8%+23.9pp |
| Annual return | -13.79% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,735 | $2,153-19.4% | $2,836-38.8% | $2,544-31.8% |
| Participant deferral / active EE | $5,161 | $4,100+25.9% | $4,656+10.9% | $4,237+21.8% |
| Admin fee / account holder | $445 | $642-30.7% | $7,493-94.1% | $593-25.1% |