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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALAS, TX 753735399 | Advisory (Plan) | $42,457 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $10,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,755 | $49,915+147.9% | $154,803-20.1% | $74,304+66.6% |
| Participation rate | 76.8% | 54.0%+22.8pp | 78.1%-1.3pp | 60.3%+16.5pp |
| Annual return | 16.32% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,026 | $1,611+87.8% | $4,305-29.7% | $2,241+35.0% |
| Participant deferral / active EE | $3,908 | $2,255+73.3% | $5,540-29.5% | $3,767+3.7% |
| Admin fee / account holder | $459 | $2,189-79.0% | $14,329-96.8% | $2,969-84.5% |