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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,348 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $24,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,301 | $47,126-31.5% | $149,673-78.4% | $74,419-56.6% |
| Participation rate | 61.1% | 63.4%-2.3pp | 78.8%-17.7pp | 70.7%-9.6pp |
| Annual return | 22.97% | 22.75%+0.2pp | 134.42%-111.5pp | 34.38%-11.4pp |
| Employer contribution / active EE | $1,497 | $1,905-21.4% | $4,818-68.9% | $2,637-43.2% |
| Participant deferral / active EE | $2,028 | $2,728-25.7% | $5,680-64.3% | $4,528-55.2% |
| Admin fee / account holder | $136 | $343-60.3% | $13,210-99.0% | $348-60.9% |