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 5-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 A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $337 |
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS INC Service code 27 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Advisory (Plan) | $243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,765 | $96,635-92.0% | $86,612-91.0% | $139,434-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.98% | 106.41%-88.4pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,549 | $3,263-52.5% | $3,022-48.7% | $4,751-67.4% |
| Participant deferral / active EE | $1,549 | $4,836-68.0% | $4,438-65.1% | $6,710-76.9% |
| Admin fee / account holder | $1,941 | $6,408-69.7% | $5,614-65.4% | $11,403-83.0% |