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 5-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 | $38,460 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,546 | $101,317-49.1% | $146,958-64.9% | $74,495-30.8% |
| Participation rate | 46.2% | 75.5%-29.4pp | 82.2%-36.0pp | 67.2%-21.0pp |
| Annual return | 24.85% | 8730.91%-8706.1pp | 418.34%-393.5pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $2,608 | $3,810-31.6% | $4,933-47.1% | $2,623-0.6% |
| Participant deferral / active EE | $7,853 | $7,303+7.5% | $8,070-2.7% | $4,346+80.7% |
| Admin fee / account holder | $424 | $1,739-75.6% | $12,998-96.7% | $1,942-78.2% |