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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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,871 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $122 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,780 | $76,050-43.7% | $96,544-55.7% | $71,457-40.1% |
| Participation rate | 91.1% | 74.4%+16.7pp | 76.0%+15.1pp | 67.9%+23.2pp |
| Annual return | 10.72% | 22.81%-12.1pp | 25.84%-15.1pp | 28.85%-18.1pp |
| Employer contribution / active EE | $911 | $2,244-59.4% | $2,965-69.3% | $2,588-64.8% |
| Participant deferral / active EE | $4,383 | $4,215+4.0% | $4,851-9.6% | $4,289+2.2% |
| Admin fee / account holder | $151 | $2,707-94.4% | $8,252-98.2% | $1,587-90.5% |