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 | $11,156 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 699 WALNUT ST STE 1350 · DES MOINES, IA 50309 | Advisory (Plan) | $9,349 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,006 | $44,960+13.4% | $84,966-40.0% | $74,495-31.5% |
| Participation rate | 41.9% | 49.4%-7.4pp | 67.5%-25.6pp | 67.2%-25.3pp |
| Annual return | 13.58% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,007 | $1,457-30.9% | $2,727-63.1% | $2,623-61.6% |
| Participant deferral / active EE | $3,750 | $2,731+37.3% | $4,519-17.0% | $4,346-13.7% |
| Admin fee / account holder | $248 | $2,209-88.8% | $6,149-96.0% | $1,942-87.2% |