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 | $12,813 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $4,898 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,823 | $84,487-82.5% | $125,339-88.2% | $66,914-77.8% |
| Participation rate | 93.5% | 76.4%+17.1pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | 39.08% | -8.39%+47.5pp | 572.05%-533.0pp | 1.58%+37.5pp |
| Employer contribution / active EE | $2,980 | $3,553-16.1% | $4,814-38.1% | $2,544+17.1% |
| Participant deferral / active EE | $8,646 | $6,781+27.5% | $7,446+16.1% | $4,237+104.1% |
| Admin fee / account holder | $96 | $685-85.9% | $10,010-99.0% | $593-83.8% |