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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,860 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,617 | $106,028-65.5% | $146,958-75.1% | $77,643-52.8% |
| Participation rate | 86.1% | 78.4%+7.7pp | 82.2%+3.9pp | 70.6%+15.5pp |
| Annual return | 13.99% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,499 | $4,063-13.9% | $4,933-29.1% | $2,726+28.4% |
| Participant deferral / active EE | $6,804 | $7,990-14.8% | $8,070-15.7% | $4,647+46.4% |
| Admin fee / account holder | $343 | $337+1.8% | $12,998-97.4% | $430-20.2% |