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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,825 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,207 | $60,323+34.6% | $81,812-0.7% | $74,495+9.0% |
| Participation rate | 81.4% | 62.9%+18.5pp | 72.3%+9.0pp | 67.2%+14.2pp |
| Annual return | 15.78% | 16.90%-1.1pp | 773.79%-758.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,443 | $2,620+31.4% | $2,912+18.2% | $2,623+31.2% |
| Participant deferral / active EE | $6,798 | $3,387+100.7% | $4,319+57.4% | $4,346+56.4% |
| Admin fee / account holder | $292 | $1,486-80.4% | $7,386-96.0% | $1,942-85.0% |