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 9-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 | $27,281 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,365 |
BKS RETIREMENT SERVICES5 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $273 |
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 | $62,389 | $106,028-41.2% | $146,958-57.5% | $77,643-19.6% |
| Participation rate | 44.2% | 78.4%-34.2pp | 82.2%-38.0pp | 70.6%-26.4pp |
| Annual return | 19.26% | 56.73%-37.5pp | 418.34%-399.1pp | 31.24%-12.0pp |
| Employer contribution / active EE | $1,181 | $4,063-70.9% | $4,933-76.1% | $2,726-56.7% |
| Participant deferral / active EE | $4,506 | $7,990-43.6% | $8,070-44.2% | $4,647-3.0% |
| Admin fee / account holder | $149 | $337-55.9% | $12,998-98.9% | $430-65.4% |