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 | $32,616 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $28,566 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,288 | $65,561-17.2% | $91,541-40.7% | $74,304-26.9% |
| Participation rate | 72.3% | 56.6%+15.7pp | 69.8%+2.6pp | 60.3%+12.0pp |
| Annual return | 13.57% | 17.68%-4.1pp | 20.50%-6.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,135 | $1,717+24.4% | $2,505-14.7% | $2,241-4.7% |
| Participant deferral / active EE | $3,605 | $2,918+23.5% | $4,008-10.1% | $3,767-4.3% |
| Admin fee / account holder | $401 | $3,333-88.0% | $6,956-94.2% | $2,969-86.5% |