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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,587 |
Service code 27 5707 SWST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $39,774 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $18,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,710 | $106,028-59.7% | $146,958-70.9% | $77,643-45.0% |
| Participation rate | 27.7% | 78.4%-50.6pp | 82.2%-54.4pp | 70.6%-42.8pp |
| Annual return | 17.52% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $860 | $4,063-78.8% | $4,933-82.6% | $2,726-68.5% |
| Participant deferral / active EE | $5,020 | $7,990-37.2% | $8,070-37.8% | $4,647+8.0% |
| Admin fee / account holder | $300 | $337-11.0% | $12,998-97.7% | $430-30.2% |