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: EMPOPWER LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,775 |
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $27,844 |
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 | $77,145 | $91,407-15.6% | $135,903-43.2% | $71,457+8.0% |
| Participation rate | 73.1% | 75.7%-2.5pp | 81.9%-8.8pp | 67.9%+5.2pp |
| Annual return | 19.58% | 29.90%-10.3pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,622 | $3,703-56.2% | $4,856-66.6% | $2,588-37.3% |
| Participant deferral / active EE | $7,707 | $7,092+8.7% | $7,758-0.7% | $4,289+79.7% |
| Admin fee / account holder | $338 | $1,266-73.3% | $10,762-96.9% | $1,587-78.7% |