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 | $34,868 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,061 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,693 |
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 | $102,996 | $80,724+27.6% | $103,333-0.3% | $74,495+38.3% |
| Participation rate | 57.7% | 65.7%-8.0pp | 74.5%-16.8pp | 67.2%-9.5pp |
| Annual return | 15.49% | 27.56%-12.1pp | 24.88%-9.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,268 | $3,157-59.8% | $3,868-67.2% | $2,623-51.6% |
| Participant deferral / active EE | $3,243 | $3,860-16.0% | $5,057-35.9% | $4,346-25.4% |
| Admin fee / account holder | $478 | $2,368-79.8% | $8,355-94.3% | $1,942-75.4% |