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 | $15,729 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,588 |
T. E. LOTT AND COMPANY2 years Filed as: T.E. LOTT & COMPANY, P.A. Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $2,050 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $90 |
Filed as: EMPOWER FINANCIAL SERVIES, INC. Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,207 | $55,415+135.0% | $155,509-16.3% | $74,495+74.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 24.96% | 268.50%-243.5pp | 64.67%-39.7pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $8,344 | $2,267+268.1% | $4,672+78.6% | $2,623+218.1% |
| Participant deferral / active EE | $5,983 | $2,836+111.0% | $5,626+6.3% | $4,346+37.7% |
| Admin fee / account holder | $112 | $1,738-93.6% | $15,912-99.3% | $1,942-94.2% |