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 3-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 | $31,197 |
Service code 27 880 AVE TITO CASTRO STE 104 · PONCE, PR 00716 | Advisory (Plan) | $7,870 |
KOVAC SECURITIES INC1 year Filed as: KOVAC ADVISORS INC Service code 27 6451 N FEDERAL HWY STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $2,211 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $946 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $2,032 | $53,136-96.2% | $155,509-98.7% | $199,593-99.0% |
| Participation rate | 66.1% | 64.1%+2.0pp | 78.2%-12.1pp | 72.0%-5.9pp |
| Annual return | 18.89% | 41.15%-22.3pp | 64.67%-45.8pp | 34.25%-15.4pp |
| Employer contribution / active EE | $217 | $1,851-88.3% | $4,672-95.4% | $3,034-92.9% |
| Participant deferral / active EE | $439 | $3,161-86.1% | $5,626-92.2% | $5,087-91.4% |
| Admin fee / account holder | $58 | $185-68.9% | $15,912-99.6% | $269-78.6% |