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 | $28,083 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $9,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,174 |
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 | $51,745 | $60,892-15.0% | $82,389-37.2% | $84,808-39.0% |
| Participation rate | 92.2% | 63.3%+29.0pp | 69.5%+22.7pp | 68.3%+23.9pp |
| Annual return | 18.27% | 37.29%-19.0pp | 28.67%-10.4pp | 40.90%-22.6pp |
| Employer contribution / active EE | $877 | $1,779-50.7% | $2,517-65.1% | $2,631-66.6% |
| Participant deferral / active EE | $2,684 | $3,179-15.6% | $4,155-35.4% | $4,212-36.3% |
| Admin fee / account holder | $332 | $5,467-93.9% | $7,231-95.4% | $7,344-95.5% |