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 | $84,462 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $47,067 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,507 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,496 | $86,897+26.0% | $151,611-27.8% | $64,808+69.0% |
| Participation rate | 97.6% | 87.3%+10.4pp | 87.5%+10.1pp | 71.5%+26.2pp |
| Annual return | -17.90% | -3.57%-14.3pp | 3.33%-21.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $27,408 | $4,010+583.5% | $6,166+344.5% | $2,506+993.8% |
| Participant deferral / active EE | $19,312 | $6,690+188.7% | $8,363+130.9% | $4,310+348.1% |
| Admin fee / account holder | $277 | $153+81.4% | $11,616-97.6% | $188+47.7% |