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 | $42,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,608 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $17,575 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,238 | $57,831+14.5% | $82,389-19.6% | $85,563-22.6% |
| Participation rate | 49.4% | 55.0%-5.6pp | 69.5%-20.2pp | 66.0%-16.6pp |
| Annual return | 14.87% | 17.86%-3.0pp | 28.67%-13.8pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,727 | $1,643+5.1% | $2,517-31.4% | $2,654-34.9% |
| Participant deferral / active EE | $3,122 | $3,118+0.1% | $4,155-24.9% | $4,375-28.7% |
| Admin fee / account holder | $384 | $1,391-72.4% | $7,231-94.7% | $834-54.0% |