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 | $23,971 |
STEPHENS INC1 year Service code 27 111 CENTER ST · LITTLE ROCK, AR 72201 | Advisory (Plan) | $15,066 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,826 | $56,317-22.2% | $71,209-38.5% | $74,304-41.0% |
| Participation rate | 69.5% | 55.1%+14.4pp | 73.8%-4.3pp | 60.3%+9.1pp |
| Annual return | 17.40% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,881 | $2,160-12.9% | $2,721-30.9% | $2,241-16.1% |
| Participant deferral / active EE | $3,236 | $2,788+16.1% | $4,175-22.5% | $3,767-14.1% |
| Admin fee / account holder | $409 | $2,290-82.1% | $5,349-92.4% | $2,969-86.2% |