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 | $189,402 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,555 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $64,876 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $45,281 | $107,459-57.9% | $135,903-66.7% | $80,160-43.5% |
| Participation rate | 97.8% | 78.0%+19.7pp | 81.9%+15.9pp | 72.9%+24.8pp |
| Annual return | 27.79% | 91.91%-64.1pp | 68.23%-40.4pp | 40.38%-12.6pp |
| Employer contribution / active EE | $4,559 | $3,877+17.6% | $4,856-6.1% | $2,978+53.1% |
| Participant deferral / active EE | $15,815 | $8,195+93.0% | $7,758+103.9% | $5,017+215.2% |
| Admin fee / account holder | $145 | $127+14.4% | $10,762-98.7% | $145+0.2% |