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 | $144,466 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $77,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,844 |
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 | $57,082 | $119,446-52.2% | $150,045-62.0% | $85,563-33.3% |
| Participation rate | 94.8% | 75.4%+19.3pp | 82.3%+12.5pp | 66.0%+28.8pp |
| Annual return | 16.06% | 23.72%-7.7pp | 62.55%-46.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $3,166 | $4,078-22.4% | $4,693-32.5% | $2,654+19.3% |
| Participant deferral / active EE | $6,906 | $7,985-13.5% | $7,997-13.6% | $4,375+57.8% |
| Admin fee / account holder | $464 | $548-15.3% | $13,435-96.5% | $834-44.4% |