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 | $27,505 |
US BANCORP INVESTMENTS INC5 years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $24,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,360 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,488 | $86,655+13.7% | $119,609-17.7% | $66,914+47.2% |
| Participation rate | 99.5% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.7pp |
| Annual return | -15.40% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $6,401 | $2,536+152.4% | $4,232+51.2% | $2,544+151.6% |
| Participant deferral / active EE | $6,358 | $4,358+45.9% | $5,602+13.5% | $4,237+50.1% |
| Admin fee / account holder | $185 | $755-75.5% | $10,323-98.2% | $593-68.8% |