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 | $7,527 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 699 WALNUT ST STE 1350 · DES MOINES, IA 50309 | Advisory (Plan) | $4,492 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,954 | $41,078-10.0% | $80,569-54.1% | $71,457-48.3% |
| Participation rate | 72.3% | 50.2%+22.1pp | 67.0%+5.3pp | 67.9%+4.4pp |
| Annual return | 16.76% | 38.45%-21.7pp | 935.43%-918.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,536 | $1,506+2.0% | $2,723-43.6% | $2,588-40.6% |
| Participant deferral / active EE | $4,634 | $2,699+71.7% | $4,447+4.2% | $4,289+8.1% |
| Admin fee / account holder | $190 | $1,840-89.7% | $5,377-96.5% | $1,587-88.0% |