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 | $48,539 |
Filed as: RETIREMENT PLAN FIDUCIARIES LLC Service code 27 PO BOX 171207 · AUSTIN, TX 78717 | Advisory (Plan) | $32,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,775 |
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 | $114,025 | $88,634+28.6% | $101,326+12.5% | $74,304+53.5% |
| Participation rate | 94.3% | 76.9%+17.5pp | 81.5%+12.8pp | 60.3%+34.0pp |
| Annual return | 16.29% | 33.10%-16.8pp | 36.82%-20.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,997 | $2,930+2.3% | $3,665-18.2% | $2,241+33.7% |
| Participant deferral / active EE | $9,148 | $7,322+24.9% | $7,994+14.4% | $3,767+142.8% |
| Admin fee / account holder | $347 | $2,425-85.7% | $11,185-96.9% | $2,969-88.3% |