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 | $49,981 |
US BANCORP INVESTMENTS INC6+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $6,201 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,288 |
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,910 |
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 | $30,619 | $82,978-63.1% | $129,995-76.4% | $71,457-57.2% |
| Participation rate | 94.3% | 74.1%+20.2pp | 78.5%+15.8pp | 67.9%+26.4pp |
| Annual return | 17.87% | 20.60%-2.7pp | -137.18%+155.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,783 | $2,622-32.0% | $4,320-58.7% | $2,588-31.1% |
| Participant deferral / active EE | $4,440 | $4,432+0.2% | $5,820-23.7% | $4,289+3.5% |
| Admin fee / account holder | $211 | $1,729-87.8% | $10,614-98.0% | $1,587-86.7% |