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 5-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 | $94,075 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $50,286 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 99 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Other Fees | $14,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $540 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,339 | $95,803+162.3% | $113,168+122.1% | $84,808+196.4% |
| Participation rate | 91.5% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.2pp |
| Annual return | 18.10% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $66 | $2,360-97.2% | $2,975-97.8% | $2,631-97.5% |
| Participant deferral / active EE | $11,384 | $4,242+168.4% | $5,107+122.9% | $4,212+170.3% |
| Admin fee / account holder | $943 | $8,989-89.5% | $12,068-92.2% | $7,344-87.2% |