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 | $9,819 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $3,029 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83 |
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 | $3,102 | $56,317-94.5% | $71,209-95.6% | $74,304-95.8% |
| Participation rate | 95.4% | 55.1%+40.3pp | 73.8%+21.7pp | 60.3%+35.1pp |
| Annual return | 17.37% | 42.83%-25.5pp | 282.51%-265.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $143 | $2,160-93.4% | $2,721-94.7% | $2,241-93.6% |
| Participant deferral / active EE | $589 | $2,788-78.9% | $4,175-85.9% | $3,767-84.4% |
| Admin fee / account holder | $49 | $2,290-97.9% | $5,349-99.1% | $2,969-98.4% |