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 · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,221 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,561 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,175 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,454 | $59,805-35.7% | $79,550-51.7% | $68,494-43.9% |
| Participation rate | 86.7% | 61.1%+25.7pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -17.31% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $594 | $1,505-60.5% | $2,413-75.4% | $2,596-77.1% |
| Participant deferral / active EE | $3,299 | $3,024+9.1% | $3,985-17.2% | $4,027-18.1% |
| Admin fee / account holder | $258 | $4,835-94.7% | $6,832-96.2% | $5,403-95.2% |