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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,511 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $12,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,132 |
APRIO LLP1 year Service code 10 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $8,500 |
Filed as: MV CAPITAL MANAGEMENT INC Service code 27 3 BETHESDA METRO CENTER STE 650 · BETHESDA, MD 20814 | Advisory (Plan) | $1,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,325 | $101,317-33.6% | $146,958-54.2% | $74,495-9.6% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 13.55% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,902 | $3,810+2.4% | $4,933-20.9% | $2,623+48.8% |
| Participant deferral / active EE | $7,353 | $7,303+0.7% | $8,070-8.9% | $4,346+69.2% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |