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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,580 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Commissions | $16,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,430 |
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 | $80,245 | $79,171+1.4% | $102,423-21.7% | $74,495+7.7% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 11.61% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,067 | $2,362-12.5% | $3,023-31.6% | $2,623-21.2% |
| Participant deferral / active EE | $5,166 | $4,415+17.0% | $5,053+2.2% | $4,346+18.9% |
| Admin fee / account holder | $405 | $2,001-79.7% | $9,451-95.7% | $1,942-79.1% |