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 | $54,862 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $29,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,416 | $130,194-32.1% | $169,993-48.0% | $71,457+23.7% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.0%+8.7pp | 67.9%+27.8pp |
| Annual return | 14.03% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,516 | $4,381-42.6% | $6,785-62.9% | $2,588-2.8% |
| Participant deferral / active EE | $6,007 | $6,923-13.2% | $10,408-42.3% | $4,289+40.1% |
| Admin fee / account holder | $379 | $966-60.7% | $12,815-97.0% | $1,587-76.1% |