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 | $36,340 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $35,128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,012 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $7,000 |
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 | $47,540 | $47,126+0.9% | $149,673-68.2% | $74,419-36.1% |
| Participation rate | 45.4% | 63.4%-18.0pp | 78.8%-33.4pp | 70.7%-25.4pp |
| Annual return | 14.80% | 22.75%-8.0pp | 134.42%-119.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,309 | $1,905-31.3% | $4,818-72.8% | $2,637-50.4% |
| Participant deferral / active EE | $2,246 | $2,728-17.7% | $5,680-60.5% | $4,528-50.4% |
| Admin fee / account holder | $284 | $343-17.1% | $13,210-97.8% | $348-18.3% |