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 | $14,738 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,429 |
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 | $37,865 | $45,602-17.0% | $117,472-67.8% | $66,914-43.4% |
| Participation rate | 71.2% | 57.6%+13.5pp | 70.6%+0.6pp | 69.8%+1.4pp |
| Annual return | -15.15% | -16.74%+1.6pp | 29.74%-44.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,653 | $1,579+4.7% | $4,176-60.4% | $2,544-35.0% |
| Participant deferral / active EE | $3,024 | $2,845+6.3% | $4,070-25.7% | $4,237-28.6% |
| Admin fee / account holder | $341 | $661-48.4% | $5,645-94.0% | $593-42.5% |