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 | $45,944 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $25,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,624 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,815 | $50,982-47.4% | $154,803-82.7% | $85,563-68.7% |
| Participation rate | 89.0% | 59.8%+29.3pp | 78.1%+11.0pp | 66.0%+23.1pp |
| Annual return | 11.54% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,103 | $1,708-35.4% | $4,305-74.4% | $2,654-58.4% |
| Participant deferral / active EE | $1,607 | $2,474-35.1% | $5,540-71.0% | $4,375-63.3% |
| Admin fee / account holder | $245 | $846-71.1% | $14,329-98.3% | $834-70.7% |