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 9-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,285 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,285 |
CETERA ADVISOR NETWORKS LLC6 years Service code 55 2301 ROSECRANS AVE., #5100 · HERNDON, VA 902455670 | Other Commissions | $40,222 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $10,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $140,564 | $54,193+159.4% | $93,606+50.2% | $77,643+81.0% |
| Participation rate | 36.2% | 63.9%-27.7pp | 68.7%-32.5pp | 70.6%-34.3pp |
| Annual return | 15.55% | 30.54%-15.0pp | 133.20%-117.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,704 | $3,144-45.8% | $4,411-61.4% | $4,647-63.3% |
| Admin fee / account holder | $382 | $576-33.6% | $8,285-95.4% | $430-11.1% |