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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,433 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $52,597 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,574 | $95,274-66.9% | $135,903-76.8% | $74,419-57.6% |
| Participation rate | 58.8% | 78.2%-19.4pp | 81.9%-23.2pp | 70.7%-12.0pp |
| Annual return | 20.37% | 32.77%-12.4pp | 68.23%-47.9pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,060 | $3,874-46.8% | $4,856-57.6% | $2,637-21.9% |
| Participant deferral / active EE | $3,470 | $7,782-55.4% | $7,758-55.3% | $4,528-23.4% |
| Admin fee / account holder | $119 | $266-55.1% | $10,762-98.9% | $348-65.7% |