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 | $104,700 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $19,958 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,984 | $80,724+116.8% | $103,333+69.3% | $74,495+134.9% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 12.98% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $17,712 | $3,157+461.0% | $3,868+357.9% | $2,623+575.3% |
| Participant deferral / active EE | $10,486 | $3,860+171.6% | $5,057+107.3% | $4,346+141.3% |
| Admin fee / account holder | $331 | $2,368-86.0% | $8,355-96.0% | $1,942-83.0% |