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 3-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 | $74,828 |
FCDG MANAGEMENT LLC2 years Service code 99 440 SCIENCE DR STE 100 · MADISON, WI 53711 | Other Fees | $19,245 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,169 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,606 | $101,317-26.4% | $146,958-49.2% | $74,495+0.1% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 10.22% | 8730.91%-8720.7pp | 418.34%-408.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,333 | $3,810-38.8% | $4,933-52.7% | $2,623-11.0% |
| Participant deferral / active EE | $6,139 | $7,303-15.9% | $8,070-23.9% | $4,346+41.3% |
| Admin fee / account holder | $291 | $1,739-83.3% | $12,998-97.8% | $1,942-85.0% |