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 | $4,158 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $699 |
Service code 27 1111 BAY AVE FL 4 STE 402 · COLUMBUS, GA 31901 | Advisory (Plan) | $211 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,329 | $87,870-87.1% | $113,168-90.0% | $74,304-84.8% |
| Participation rate | 82.3% | 70.7%+11.6pp | 76.6%+5.8pp | 60.3%+22.0pp |
| Annual return | 19.84% | 26.44%-6.6pp | 24.27%-4.4pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,807 | $2,277-20.6% | $2,975-39.3% | $2,241-19.4% |
| Participant deferral / active EE | $2,299 | $4,241-45.8% | $5,107-55.0% | $3,767-39.0% |
| Admin fee / account holder | $27 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |