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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,603 |
ALPHA INVESTMENT CONSULTING GROUP11+ years Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $27,227 |
RSM US LLP11+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,110 | $87,870+77.7% | $113,168+37.9% | $74,304+110.1% |
| Participation rate | 98.1% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 11.01% | 26.44%-15.4pp | 24.27%-13.3pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,463 | $2,277-35.8% | $2,975-50.8% | $2,241-34.7% |
| Participant deferral / active EE | $6,559 | $4,241+54.7% | $5,107+28.4% | $3,767+74.1% |
| Admin fee / account holder | $433 | $3,368-87.1% | $12,068-96.4% | $2,969-85.4% |