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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,489 |
HAYS FINANCIAL GROUP1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $18,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,805 |
HAYS FINANCIAL GROUP4 years Filed as: HAYS COMPANIES INC Service code 27 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $3,728 |
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 | $146,426 | $82,664+77.1% | $125,339+16.8% | $68,494+113.8% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.0pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,126 | $3,381+22.0% | $4,814-14.3% | $2,596+58.9% |
| Participant deferral / active EE | $9,742 | $6,110+59.4% | $7,446+30.8% | $4,027+141.9% |
| Admin fee / account holder | $371 | $6,275-94.1% | $10,010-96.3% | $5,403-93.1% |