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 | $83,898 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $29,623 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $4,937 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $3,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,269 | $42,353+61.2% | $79,550-14.2% | $64,808+5.3% |
| Participation rate | 76.0% | 64.8%+11.2pp | 69.5%+6.5pp | 71.5%+4.5pp |
| Annual return | -14.88% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,478 | $1,181+109.9% | $2,413+2.7% | $2,506-1.1% |
| Participant deferral / active EE | $5,517 | $3,170+74.0% | $3,985+38.4% | $4,310+28.0% |
| Admin fee / account holder | $240 | $160+50.6% | $6,832-96.5% | $188+28.0% |