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 | $17,429 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $15,233 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,326 | $49,915-49.3% | $154,803-83.6% | $74,304-65.9% |
| Participation rate | 95.1% | 54.0%+41.2pp | 78.1%+17.1pp | 60.3%+34.8pp |
| Annual return | 18.61% | 34.06%-15.4pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $794 | $1,611-50.7% | $4,305-81.6% | $2,241-64.6% |
| Participant deferral / active EE | $1,679 | $2,255-25.5% | $5,540-69.7% | $3,767-55.4% |
| Admin fee / account holder | $188 | $2,189-91.4% | $14,329-98.7% | $2,969-93.7% |