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 7-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 | $96,531 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $91,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,765 | $66,457+0.5% | $81,382-18.0% | $77,643-14.0% |
| Participation rate | 91.3% | 68.7%+22.6pp | 69.5%+21.8pp | 70.6%+20.7pp |
| Annual return | 15.61% | 15.93%-0.3pp | 24.73%-9.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,958 | $2,159-9.3% | $2,463-20.5% | $2,726-28.2% |
| Participant deferral / active EE | $4,507 | $3,679+22.5% | $3,883+16.1% | $4,647-3.0% |
| Admin fee / account holder | $250 | $583-57.1% | $5,768-95.7% | $430-41.9% |