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 | $35,221 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $15,865 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,086 |
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 | $25,273 | $65,241-61.3% | $126,539-80.0% | $85,563-70.5% |
| Participation rate | 21.7% | 48.6%-26.9pp | 69.8%-48.1pp | 66.0%-44.3pp |
| Annual return | 18.70% | 42.19%-23.5pp | 425.95%-407.2pp | 31.51%-12.8pp |
| Employer contribution / active EE | $421 | $1,937-78.3% | $3,674-88.5% | $2,654-84.1% |
| Participant deferral / active EE | $910 | $3,032-70.0% | $4,083-77.7% | $4,375-79.2% |
| Admin fee / account holder | $267 | $1,031-74.1% | $6,065-95.6% | $834-67.9% |