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 6-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,201 |
BANCFIRST3 years Service code 27 PO BOX 1468 · DUNCAN, OK 73534 | Advisory (Plan) | $35,716 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $52,644 | $119,446-55.9% | $150,045-64.9% | $85,563-38.5% |
| Participation rate | 48.3% | 75.4%-27.1pp | 82.3%-34.0pp | 66.0%-17.6pp |
| Annual return | 20.52% | 23.72%-3.2pp | 62.55%-42.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $1,019 | $4,078-75.0% | $4,693-78.3% | $2,654-61.6% |
| Participant deferral / active EE | $2,337 | $7,985-70.7% | $7,997-70.8% | $4,375-46.6% |
| Admin fee / account holder | $274 | $548-50.0% | $13,435-98.0% | $834-67.2% |