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 | $65,926 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $33,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,952 |
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 | $37,125 | $50,815-26.9% | $155,509-76.1% | $77,643-52.2% |
| Participation rate | 51.0% | 63.1%-12.1pp | 78.2%-27.2pp | 70.6%-19.6pp |
| Annual return | 17.27% | 34.80%-17.5pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,313 | $1,993-34.1% | $4,672-71.9% | $2,726-51.8% |
| Participant deferral / active EE | $1,755 | $2,822-37.8% | $5,626-68.8% | $4,647-62.2% |
| Admin fee / account holder | $190 | $437-56.5% | $15,912-98.8% | $430-55.9% |