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 | $28,722 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $13,760 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,391 | $58,778-63.6% | $129,207-83.4% | $77,643-72.4% |
| Participation rate | 23.9% | 59.2%-35.4pp | 69.6%-45.8pp | 70.6%-46.7pp |
| Annual return | 13.73% | 24.73%-11.0pp | 9417.33%-9403.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $508 | $1,952-74.0% | $4,153-87.8% | $2,726-81.4% |
| Participant deferral / active EE | $1,087 | $3,212-66.2% | $4,168-73.9% | $4,647-76.6% |
| Admin fee / account holder | $230 | $589-60.9% | $7,715-97.0% | $430-46.5% |