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 | $125,031 |
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $25,411 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,231 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,700 | $41,510-42.9% | $84,966-72.1% | $99,062-76.1% |
| Participation rate | 14.1% | 35.3%-21.1pp | 67.5%-53.4pp | 71.6%-57.5pp |
| Annual return | 23.56% | 17.38%+6.2pp | 66.38%-42.8pp | 17.66%+5.9pp |
| Employer contribution / active EE | $29 | $1,137-97.5% | $2,727-98.9% | $3,262-99.1% |
| Participant deferral / active EE | $1,271 | $2,246-43.4% | $4,519-71.9% | $5,331-76.2% |
| Admin fee / account holder | $174 | $175-1.0% | $6,149-97.2% | $109+59.2% |