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 | $48,167 |
DAVINCI CAPITAL MANAGEMENT6 years Filed as: DAVINCI CAPITAL MANAGEMENT INC DBA Service code 55 801 CAMBRIDGE ST · CAMBRIDGE, MA 02141 | Other Commissions | $31,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,243 |
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 | $66,008 | $65,435+0.9% | $86,677-23.8% | $66,914-1.4% |
| Participation rate | 94.4% | 75.5%+18.9pp | 76.6%+17.8pp | 69.8%+24.6pp |
| Annual return | -17.35% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,914 | $2,153-11.1% | $2,836-32.5% | $2,544-24.8% |
| Participant deferral / active EE | $4,961 | $4,100+21.0% | $4,656+6.6% | $4,237+17.1% |
| Admin fee / account holder | $369 | $642-42.5% | $7,493-95.1% | $593-37.9% |