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 9-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 | $41,294 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,172 |
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 | $43,120 | $91,407-52.8% | $135,903-68.3% | $71,457-39.7% |
| Participation rate | 83.5% | 75.7%+7.8pp | 81.9%+1.5pp | 67.9%+15.5pp |
| Annual return | 17.87% | 29.90%-12.0pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $5,502 | $3,703+48.6% | $4,856+13.3% | $2,588+112.6% |
| Participant deferral / active EE | $8,185 | $7,092+15.4% | $7,758+5.5% | $4,289+90.8% |
| Admin fee / account holder | $381 | $1,266-69.9% | $10,762-96.5% | $1,587-76.0% |