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 | $50,600 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,096 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $15,350 |
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 | $163,741 | $87,013+88.2% | $106,213+54.2% | $80,856+102.5% |
| Participation rate | 98.0% | 70.4%+27.5pp | 75.3%+22.7pp | 67.6%+30.3pp |
| Annual return | 15.27% | 17.05%-1.8pp | 116.14%-100.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,921 | $2,395+272.5% | $3,171+181.3% | $2,755+223.8% |
| Participant deferral / active EE | $12,523 | $3,986+214.2% | $5,016+149.7% | $4,296+191.5% |
| Admin fee / account holder | $620 | $8,431-92.7% | $11,033-94.4% | $6,918-91.0% |