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 4-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 | $67,548 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $56,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,617 | $88,634+255.0% | $101,326+210.5% | $74,304+323.4% |
| Participation rate | 85.7% | 76.9%+8.9pp | 81.5%+4.2pp | 60.3%+25.4pp |
| Annual return | 10.95% | 33.10%-22.1pp | 36.82%-25.9pp | 29.43%-18.5pp |
| Employer contribution / active EE | $8,145 | $2,930+178.0% | $3,665+122.2% | $2,241+263.4% |
| Participant deferral / active EE | $14,253 | $7,322+94.7% | $7,994+78.3% | $3,767+278.3% |
| Admin fee / account holder | $584 | $2,425-75.9% | $11,185-94.8% | $2,969-80.3% |