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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,467 |
Service code 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,824 |
TPA SERVICES, INC.6 years Filed as: TPA SERVICES,INC. Service code 13 · EIN 84-1571661 7108 S ALTON WAY, BLDG L, SUITE B · CENTENNIAL, CO 80112 | Contract Administrator | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,657 | $44,642+18.0% | $91,220-42.3% | $66,914-21.3% |
| Participation rate | 34.2% | 64.9%-30.7pp | 73.2%-39.0pp | 69.8%-35.6pp |
| Annual return | -17.02% | -12.29%-4.7pp | 114.01%-131.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $839 | $1,706-50.8% | $2,850-70.5% | $2,544-67.0% |
| Participant deferral / active EE | $1,750 | $3,349-47.7% | $4,234-58.7% | $4,237-58.7% |
| Admin fee / account holder | $368 | $521-29.5% | $5,420-93.2% | $593-38.0% |