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 | $31,472 |
Service code 55 7333 E DOUBLETREE RANCH · SCOTTSDALE, AZ 85258 | Other Commissions | $30,297 |
Service code 13 2 NORTH RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $11,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,077 | $65,435-15.8% | $86,677-36.5% | $66,914-17.7% |
| Participation rate | 55.4% | 75.5%-20.1pp | 76.6%-21.2pp | 69.8%-14.4pp |
| Annual return | -14.58% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,387 | $2,153-35.6% | $2,836-51.1% | $2,544-45.5% |
| Participant deferral / active EE | $4,352 | $4,100+6.1% | $4,656-6.5% | $4,237+2.7% |
| Admin fee / account holder | $229 | $642-64.3% | $7,493-96.9% | $593-61.4% |