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 | $234,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $107,907 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94,606 |
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 | $63,640 | $122,186-47.9% | $146,958-56.7% | $199,593-68.1% |
| Participation rate | 97.7% | 78.3%+19.4pp | 82.2%+15.5pp | 72.0%+25.7pp |
| Annual return | 20.61% | 30.56%-10.0pp | 418.34%-397.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $4,294 | $4,093+4.9% | $4,933-13.0% | $3,034+41.5% |
| Participant deferral / active EE | $15,988 | $8,502+88.0% | $8,070+98.1% | $5,087+214.3% |
| Admin fee / account holder | $213 | $179+19.1% | $12,998-98.4% | $269-20.8% |