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 | $126,686 |
MMA SECURITIES LLC7 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $39,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,741 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $18,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,631 | $92,055+48.4% | $106,213+28.6% | $77,643+76.0% |
| Participation rate | 72.3% | 81.0%-8.7pp | 75.3%-3.0pp | 70.6%+1.7pp |
| Annual return | 13.84% | 17.91%-4.1pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,992 | $3,367-40.8% | $3,171-37.2% | $2,726-26.9% |
| Participant deferral / active EE | $10,821 | $5,386+100.9% | $5,016+115.7% | $4,647+132.8% |
| Admin fee / account holder | $498 | $219+127.4% | $11,033-95.5% | $430+15.7% |