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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,622 |
DARK HORSE FINANCIAL LLC6 years Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $20,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,579 | $54,517+0.1% | $75,972-28.2% | $74,495-26.7% |
| Participation rate | 59.5% | 60.3%-0.8pp | 69.1%-9.5pp | 67.2%-7.7pp |
| Annual return | 10.05% | 31.82%-21.8pp | 359.55%-349.5pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,513 | $1,777-14.9% | $2,685-43.7% | $2,623-42.3% |
| Participant deferral / active EE | $2,982 | $3,066-2.7% | $4,255-29.9% | $4,346-31.4% |
| Admin fee / account holder | $359 | $2,229-83.9% | $6,467-94.4% | $1,942-81.5% |