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 27 6721 COLUMBIA GATEWAY DR STE 100 · COLUMBIA, MD 21046 | Advisory (Plan) | $28,321 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,582 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,629 |
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 | $90,412 | $100,923-10.4% | $150,045-39.7% | $74,304+21.7% |
| Participation rate | 77.3% | 70.1%+7.2pp | 82.3%-5.0pp | 60.3%+16.9pp |
| Annual return | 24.23% | 51.77%-27.5pp | 62.55%-38.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $5,197 | $3,463+50.1% | $4,693+10.7% | $2,241+131.9% |
| Participant deferral / active EE | $9,606 | $6,709+43.2% | $7,997+20.1% | $3,767+155.0% |
| Admin fee / account holder | $355 | $2,767-87.2% | $13,435-97.4% | $2,969-88.1% |