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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,849 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,637 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $24,750 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 16030 VENTURA BLVD. STE 200 · ENCINO, CA 91436 | Contract Administrator | $10,000 |
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 | $149,479 | $95,274+56.9% | $135,903+10.0% | $74,419+100.9% |
| Participation rate | 92.6% | 78.2%+14.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 15.10% | 32.77%-17.7pp | 68.23%-53.1pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,464 | $3,874-62.2% | $4,856-69.9% | $2,637-44.5% |
| Participant deferral / active EE | $8,373 | $7,782+7.6% | $7,758+7.9% | $4,528+84.9% |
| Admin fee / account holder | $235 | $266-11.7% | $10,762-97.8% | $348-32.5% |