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 | $43,801 |
Filed as: STEGNER INVESTMENT ASSOCIATES INC Service code 27 233 BRECKENRIDGE LN · LOUISVILLE, KY 40207 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,966 |
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 | $143,894 | $95,803+50.2% | $113,168+27.2% | $84,808+69.7% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 12.66% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,406 | $2,360-40.4% | $2,975-52.7% | $2,631-46.6% |
| Participant deferral / active EE | $4,989 | $4,242+17.6% | $5,107-2.3% | $4,212+18.5% |
| Admin fee / account holder | $553 | $8,989-93.8% | $12,068-95.4% | $7,344-92.5% |