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 9-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 | $6,199 |
GUIDELINE, INC.5 years Service code 14 · EIN 47-4474775 | Plan Administrator | $5,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $256 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,227 | $87,870-13.3% | $113,168-32.6% | $74,304+2.6% |
| Participation rate | 96.4% | 70.7%+25.6pp | 76.6%+19.8pp | 60.3%+36.0pp |
| Annual return | 20.40% | 26.44%-6.0pp | 24.27%-3.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $15,690 | $4,241+270.0% | $5,107+207.2% | $3,767+316.5% |
| Admin fee / account holder | $62 | $3,368-98.2% | $12,068-99.5% | $2,969-97.9% |