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 5-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 | $31,265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,785 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $7,571 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,224 | $47,126+8.7% | $149,673-65.8% | $74,419-31.2% |
| Participation rate | 76.1% | 63.4%+12.7pp | 78.8%-2.7pp | 70.7%+5.4pp |
| Annual return | 19.65% | 22.75%-3.1pp | 134.42%-114.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,381 | $1,905-27.5% | $4,818-71.3% | $2,637-47.6% |
| Participant deferral / active EE | $5,638 | $2,728+106.7% | $5,680-0.7% | $4,528+24.5% |
| Admin fee / account holder | $149 | $343-56.6% | $13,210-98.9% | $348-57.2% |