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 7-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 | $7,441 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $1,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $2,385 | $58,264-95.9% | $86,612-97.2% | $71,457-96.7% |
| Participation rate | 90.8% | 65.0%+25.9pp | 71.7%+19.2pp | 67.9%+22.9pp |
| Annual return | 16.54% | 21.63%-5.1pp | 591.07%-574.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $145 | $2,574-94.4% | $3,022-95.2% | $2,588-94.4% |
| Participant deferral / active EE | $723 | $3,436-79.0% | $4,438-83.7% | $4,289-83.2% |
| Admin fee / account holder | $44 | $1,057-95.8% | $5,614-99.2% | $1,587-97.2% |