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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,535 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,568 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,534 | $102,317+22.7% | $146,958-14.6% | $80,856+55.3% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 15.05% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,672 | $6,644+60.6% | $8,070+32.2% | $4,296+148.4% |
| Admin fee / account holder | $532 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |