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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,236 |
FROST BANK1 year Service code 27 100 W HOUSTON ST · SAN ANTONIO, TX 782051414 | Advisory (Plan) | $32,201 |
JULY BUSINESS SERVICES3 years Service code 13 P.O. BOX 2208 · WACO TX, TX 76703 | Contract Administrator | $9,610 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,305 |
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 | $123,996 | $86,944+42.6% | $107,525+15.3% | $74,304+66.9% |
| Participation rate | 62.4% | 59.6%+2.9pp | 75.1%-12.6pp | 60.3%+2.1pp |
| Annual return | 14.23% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,563 | $2,757+29.3% | $3,754-5.1% | $2,241+59.0% |
| Participant deferral / active EE | $4,711 | $3,554+32.5% | $5,116-7.9% | $3,767+25.0% |
| Admin fee / account holder | $597 | $3,727-84.0% | $8,919-93.3% | $2,969-79.9% |