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 | $14,285 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,840 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,500 |
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 | $42,314 | $65,061-35.0% | $143,757-70.6% | $66,914-36.8% |
| Participation rate | 59.7% | 65.2%-5.5pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -17.46% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $673 | $2,361-71.5% | $4,951-86.4% | $2,544-73.6% |
| Participant deferral / active EE | $1,852 | $2,919-36.6% | $5,637-67.2% | $4,237-56.3% |
| Admin fee / account holder | $165 | $502-67.2% | $14,673-98.9% | $593-72.2% |