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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,358 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,796 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,592 | $52,406+179.7% | $129,207+13.5% | $74,495+96.8% |
| Participation rate | 96.8% | 53.8%+43.0pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 11.56% | 15.66%-4.1pp | 9417.33%-9405.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $8,547 | $1,531+458.4% | $4,153+105.8% | $2,623+225.8% |
| Participant deferral / active EE | $4,620 | $2,794+65.3% | $4,168+10.9% | $4,346+6.3% |
| Admin fee / account holder | $259 | $2,633-90.2% | $7,715-96.6% | $1,942-86.6% |