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 | $29,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,436 |
USI CONSULTING GROUP8 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $16,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,125 | $65,241+59.6% | $126,539-17.7% | $85,563+21.7% |
| Participation rate | 68.2% | 48.6%+19.6pp | 69.8%-1.6pp | 66.0%+2.3pp |
| Annual return | 18.27% | 42.19%-23.9pp | 425.95%-407.7pp | 31.51%-13.2pp |
| Employer contribution / active EE | $3,191 | $1,937+64.7% | $3,674-13.1% | $2,654+20.3% |
| Participant deferral / active EE | $6,521 | $3,032+115.1% | $4,083+59.7% | $4,375+49.0% |
| Admin fee / account holder | $177 | $1,031-82.8% | $6,065-97.1% | $834-78.8% |