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 | $52,281 |
US BANCORP INVESTMENTS INC8 years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $28,495 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,785 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,199 |
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 | $118,818 | $108,549+9.5% | $156,263-24.0% | $85,563+38.9% |
| Participation rate | 49.7% | 77.1%-27.4pp | 78.9%-29.2pp | 66.0%-16.3pp |
| Annual return | 16.74% | 21.79%-5.0pp | 59.47%-42.7pp | 31.51%-14.8pp |
| Employer contribution / active EE | $3,467 | $2,690+28.9% | $4,333-20.0% | $2,654+30.6% |
| Participant deferral / active EE | $3,152 | $4,800-34.3% | $6,158-48.8% | $4,375-28.0% |
| Admin fee / account holder | $215 | $650-66.9% | $14,255-98.5% | $834-74.2% |