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 8-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 | $63,541 |
US BANCORP INVESTMENTS INC8+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $9,956 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,110 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,098 |
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 | $45,648 | $108,549-57.9% | $156,263-70.8% | $85,563-46.7% |
| Participation rate | 92.9% | 77.1%+15.8pp | 78.9%+13.9pp | 66.0%+26.9pp |
| Annual return | 18.77% | 21.79%-3.0pp | 59.47%-40.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,075 | $2,690-22.8% | $4,333-52.1% | $2,654-21.8% |
| Participant deferral / active EE | $5,207 | $4,800+8.5% | $6,158-15.5% | $4,375+19.0% |
| Admin fee / account holder | $281 | $650-56.7% | $14,255-98.0% | $834-66.3% |