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 | $105,150 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,317 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,232 | $81,357-56.7% | $75,972-53.6% | $199,593-82.3% |
| Participation rate | 52.2% | 69.9%-17.7pp | 69.1%-16.9pp | 72.0%-19.8pp |
| Annual return | 12.88% | 16.32%-3.4pp | 359.55%-346.7pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,641 | $3,341-20.9% | $2,685-1.6% | $3,034-13.0% |
| Participant deferral / active EE | $2,401 | $4,710-49.0% | $4,255-43.6% | $5,087-52.8% |
| Admin fee / account holder | $200 | $144+38.4% | $6,467-96.9% | $269-25.6% |