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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,890 |
MERCER1 year Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $20,000 |
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 | $64,102 | $88,890-27.9% | $102,423-37.4% | $77,643-17.4% |
| Participation rate | 98.6% | 80.9%+17.6pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 11.35% | 24.98%-13.6pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,599 | $2,698+33.4% | $3,023+19.1% | $2,726+32.1% |
| Participant deferral / active EE | $3,647 | $5,145-29.1% | $5,053-27.8% | $4,647-21.5% |
| Admin fee / account holder | $48 | $235-79.5% | $9,451-99.5% | $430-88.8% |