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 8-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 | $46,437 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $21,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,532 | $50,982-79.3% | $154,803-93.2% | $85,563-87.7% |
| Participation rate | 84.2% | 59.8%+24.4pp | 78.1%+6.1pp | 66.0%+18.2pp |
| Annual return | 15.49% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $242 | $1,708-85.8% | $4,305-94.4% | $2,654-90.9% |
| Participant deferral / active EE | $1,165 | $2,474-52.9% | $5,540-79.0% | $4,375-73.4% |
| Admin fee / account holder | $151 | $846-82.2% | $14,329-98.9% | $834-81.9% |