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 | $27,602 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $15,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,102 | $55,416-58.3% | $75,972-69.6% | $77,643-70.2% |
| Participation rate | 47.6% | 63.6%-15.9pp | 69.1%-21.4pp | 70.6%-23.0pp |
| Annual return | 12.75% | 17.07%-4.3pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $311 | $1,788-82.6% | $2,685-88.4% | $2,726-88.6% |
| Participant deferral / active EE | $1,390 | $3,447-59.7% | $4,255-67.3% | $4,647-70.1% |
| Admin fee / account holder | $141 | $414-66.0% | $6,467-97.8% | $430-67.3% |