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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,050 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 31-1582098 | Advisory (Plan) | $14,205 |
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 | $34,767 | $68,914-49.5% | $136,749-74.6% | $74,304-53.2% |
| Participation rate | 88.7% | 51.3%+37.4pp | 72.1%+16.6pp | 60.3%+28.3pp |
| Annual return | 10.73% | 16.34%-5.6pp | 24.33%-13.6pp | 29.43%-18.7pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,043 | $2,541-19.6% | $4,692-56.5% | $3,767-45.8% |
| Admin fee / account holder | $385 | $3,149-87.8% | $11,386-96.6% | $2,969-87.0% |