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 | $5,240 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $2,745 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,310 |
PENSION PLUS INC5 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $200 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $192 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,695 | $73,360-95.0% | $177,989-97.9% | $74,495-95.0% |
| Participation rate | 96.6% | 66.6%+29.9pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 9.43% | 17.49%-8.1pp | 294.48%-285.1pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $390 | $4,513-91.3% | $6,276-93.8% | $4,346-91.0% |
| Admin fee / account holder | $55 | $1,808-96.9% | $10,363-99.5% | $1,942-97.2% |