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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,212 |
KDV WEALTH MANAGEMENT, LLC3 years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $24,406 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $10,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,064 | $49,451-12.9% | $79,550-45.9% | $66,914-35.6% |
| Participation rate | 91.5% | 61.3%+30.2pp | 69.5%+22.0pp | 69.8%+21.7pp |
| Annual return | -17.00% | 84.25%-101.2pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $654 | $1,266-48.3% | $2,413-72.9% | $2,544-74.3% |
| Participant deferral / active EE | $6,881 | $3,159+117.9% | $3,985+72.7% | $4,237+62.4% |
| Admin fee / account holder | $439 | $595-26.2% | $6,832-93.6% | $593-26.1% |