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 | $99,518 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $36,692 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,191 |
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 | $42,473 | $50,982-16.7% | $154,803-72.6% | $85,563-50.4% |
| Participation rate | 58.3% | 59.8%-1.4pp | 78.1%-19.7pp | 66.0%-7.6pp |
| Annual return | 17.84% | 30.35%-12.5pp | 58.88%-41.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,655 | $1,708-3.1% | $4,305-61.6% | $2,654-37.6% |
| Participant deferral / active EE | $2,137 | $2,474-13.6% | $5,540-61.4% | $4,375-51.2% |
| Admin fee / account holder | $272 | $846-67.8% | $14,329-98.1% | $834-67.3% |