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 | $78,240 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $65,468 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,820 | $106,028-63.4% | $146,958-73.6% | $77,643-50.0% |
| Participation rate | 62.2% | 78.4%-16.2pp | 82.2%-19.9pp | 70.6%-8.4pp |
| Annual return | 15.11% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,568 | $4,063-61.4% | $4,933-68.2% | $2,726-42.5% |
| Participant deferral / active EE | $3,003 | $7,990-62.4% | $8,070-62.8% | $4,647-35.4% |
| Admin fee / account holder | $181 | $337-46.2% | $12,998-98.6% | $430-57.8% |