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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $40,297 |
RPM ADVISORS LLC1 year Filed as: RPM ADVISOR, LLC Service code 27 · EIN 45-5512255 | Advisory (Plan) | $14,408 |
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 | $78,007 | $102,553-23.9% | $151,611-48.5% | $66,914+16.6% |
| Participation rate | 86.0% | 85.5%+0.5pp | 87.5%-1.4pp | 69.8%+16.2pp |
| Annual return | -13.64% | -10.82%-2.8pp | 3.33%-17.0pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,818 | $4,180-56.5% | $6,166-70.5% | $2,544-28.5% |
| Participant deferral / active EE | $5,067 | $6,641-23.7% | $8,363-39.4% | $4,237+19.6% |
| Admin fee / account holder | $414 | $630-34.2% | $11,616-96.4% | $593-30.1% |