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 | $33,559 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,864 |
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 | $115,287 | $87,870+31.2% | $113,168+1.9% | $74,304+55.2% |
| Participation rate | 82.6% | 70.7%+11.9pp | 76.6%+6.0pp | 60.3%+22.3pp |
| Annual return | 17.29% | 26.44%-9.2pp | 24.27%-7.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,846 | $2,277+68.9% | $2,975+29.3% | $2,241+71.6% |
| Participant deferral / active EE | $7,374 | $4,241+73.9% | $5,107+44.4% | $3,767+95.7% |
| Admin fee / account holder | $337 | $3,368-90.0% | $12,068-97.2% | $2,969-88.6% |