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 9-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 | $16,560 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $14,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,810 | $30,086-54.1% | $61,373-77.5% | $64,808-78.7% |
| Participation rate | 40.5% | 36.4%+4.1pp | 52.6%-12.1pp | 71.5%-31.0pp |
| Annual return | -15.39% | -13.99%-1.4pp | 338.61%-354.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $49 | $536-90.8% | $1,159-95.7% | $2,506-98.0% |
| Participant deferral / active EE | $756 | $1,126-32.8% | $2,125-64.4% | $4,310-82.5% |
| Admin fee / account holder | $153 | $148+3.0% | $2,130-92.8% | $188-18.8% |