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 | $99,869 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,987 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,341 |
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 | $130,908 | $88,890+47.3% | $102,423+27.8% | $77,643+68.6% |
| Participation rate | 98.3% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 13.87% | 24.98%-11.1pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,042 | $2,698+49.9% | $3,023+33.7% | $2,726+48.3% |
| Participant deferral / active EE | $7,359 | $5,145+43.0% | $5,053+45.6% | $4,647+58.4% |
| Admin fee / account holder | $372 | $235+58.1% | $9,451-96.1% | $430-13.5% |