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 | $226,883 |
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $152,698 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,129 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,047 | $106,028+19.8% | $146,958-13.5% | $77,643+63.6% |
| Participation rate | 97.9% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.3pp |
| Annual return | 15.45% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,540 | $4,063-37.5% | $4,933-48.5% | $2,726-6.8% |
| Participant deferral / active EE | $8,741 | $7,990+9.4% | $8,070+8.3% | $4,647+88.1% |
| Admin fee / account holder | $200 | $337-40.7% | $12,998-98.5% | $430-53.5% |