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 ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $107,075 |
Service code 27 5520 MONROE ST STE B · SYLVANIA, OH 43560 | Advisory (Plan) | $90,000 |
WILLIAM VAUGHAN COMPANY5 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $18,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $17,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,327 | $160,882-7.2% | $200,582-25.6% | $102,872+45.2% |
| Participation rate | 97.5% | 91.2%+6.3pp | 86.9%+10.6pp | 73.0%+24.4pp |
| Annual return | 16.73% | 18.15%-1.4pp | 42.33%-25.6pp | 19.06%-2.3pp |
| Employer contribution / active EE | $2,888 | $5,602-48.4% | $6,419-55.0% | $3,526-18.1% |
| Participant deferral / active EE | $9,192 | $9,300-1.2% | $9,331-1.5% | $5,535+66.1% |
| Admin fee / account holder | $179 | $125+43.6% | $16,305-98.9% | $292-38.7% |