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 | $21,229 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,511 | $72,482-71.7% | $129,110-84.1% | $64,808-68.4% |
| Participation rate | 35.8% | 79.2%-43.4pp | 77.3%-41.4pp | 71.5%-35.6pp |
| Annual return | -16.53% | -9.08%-7.4pp | -10.94%-5.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,429 | $4,247-66.4% | $5,052-71.7% | $2,506-43.0% |
| Participant deferral / active EE | $2,055 | $5,679-63.8% | $6,542-68.6% | $4,310-52.3% |
| Admin fee / account holder | $128 | $144-11.2% | $14,302-99.1% | $188-31.7% |