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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,725 |
Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $28,036 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,365 |
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 | $84,842 | $102,553-17.3% | $151,611-44.0% | $66,914+26.8% |
| Participation rate | 94.7% | 85.5%+9.2pp | 87.5%+7.2pp | 69.8%+24.9pp |
| Annual return | -14.25% | -10.82%-3.4pp | 3.33%-17.6pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,095 | $4,180-49.9% | $6,166-66.0% | $2,544-17.7% |
| Participant deferral / active EE | $5,433 | $6,641-18.2% | $8,363-35.0% | $4,237+28.2% |
| Admin fee / account holder | $405 | $630-35.8% | $11,616-96.5% | $593-31.8% |