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 | $37,582 |
HAYS FINANCIAL GROUP4 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,500 |
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 | $225,297 | $100,923+123.2% | $150,045+50.2% | $74,304+203.2% |
| Participation rate | 90.4% | 70.1%+20.4pp | 82.3%+8.1pp | 60.3%+30.1pp |
| Annual return | 21.56% | 51.77%-30.2pp | 62.55%-41.0pp | 29.43%-7.9pp |
| Employer contribution / active EE | $3,879 | $3,463+12.0% | $4,693-17.3% | $2,241+73.1% |
| Participant deferral / active EE | $10,034 | $6,709+49.6% | $7,997+25.5% | $3,767+166.4% |
| Admin fee / account holder | $435 | $2,767-84.3% | $13,435-96.8% | $2,969-85.3% |