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 |
|---|---|---|
Service code 13 PO BOX 30918 · BILLINGS, MT 59116 | Contract Administrator | $16,945 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $27,009 | $26,114+3.4% | $58,482-53.8% | $74,419-63.7% |
| Participation rate | 45.7% | 32.1%+13.6pp | 50.9%-5.2pp | 70.7%-25.0pp |
| Annual return | 15.88% | 32.51%-16.6pp | 4239.32%-4223.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $907 | $536+69.3% | $1,053-13.9% | $2,637-65.6% |
| Participant deferral / active EE | $1,265 | $1,075+17.7% | $1,924-34.3% | $4,528-72.1% |
| Admin fee / account holder | $76 | $649-88.3% | $2,516-97.0% | $348-78.2% |