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 8-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 | $24,144 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,106 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,489 | $31,741-38.6% | $56,411-65.5% | $199,593-90.2% |
| Participation rate | 8.4% | 32.3%-23.9pp | 52.5%-44.1pp | 72.0%-63.6pp |
| Annual return | 14.51% | 14.72%-0.2pp | 1701.33%-1686.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $148 | $508-70.8% | $1,039-85.7% | $3,034-95.1% |
| Participant deferral / active EE | $397 | $1,184-66.5% | $1,952-79.7% | $5,087-92.2% |
| Admin fee / account holder | $208 | $426-51.3% | $2,829-92.7% | $269-22.7% |