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 10-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 | $44,507 |
GRASSI & CO3 years Filed as: GRASSI & CO CPAS PC Service code 99 488 MADISON AVE · NEW YORK, NY 10022 | Other Fees | $33,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,158 | $92,985+85.1% | $153,485+12.2% | $80,856+112.9% |
| Participation rate | 94.1% | 69.0%+25.2pp | 77.1%+17.0pp | 67.6%+26.5pp |
| Annual return | 9.89% | 19.95%-10.1pp | 15.65%-5.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $7,217 | $3,507+105.8% | $5,039+43.2% | $2,755+162.0% |
| Participant deferral / active EE | $13,018 | $5,178+151.4% | $6,757+92.7% | $4,296+203.0% |
| Admin fee / account holder | $516 | $8,880-94.2% | $12,724-95.9% | $6,918-92.5% |