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 | $20,530 |
STIFEL NICOLAUS & CO INC9 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $15,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,988 | $84,556-77.5% | $116,228-83.7% | $74,304-74.4% |
| Participation rate | 96.6% | 66.0%+30.6pp | 74.6%+22.0pp | 60.3%+36.3pp |
| Annual return | 12.24% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $632 | $2,168-70.9% | $2,994-78.9% | $2,241-71.8% |
| Participant deferral / active EE | $2,665 | $3,814-30.1% | $4,953-46.2% | $3,767-29.3% |
| Admin fee / account holder | $50 | $3,792-98.7% | $11,989-99.6% | $2,969-98.3% |