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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,495 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54,937 |
DENALI WEALTH MANAGEMENT2 years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $29,987 |
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 | $151,068 | $117,025+29.1% | $91,541+65.0% | $85,563+76.6% |
| Participation rate | 96.4% | 64.2%+32.1pp | 69.8%+26.6pp | 66.0%+30.4pp |
| Annual return | 19.61% | 18.02%+1.6pp | 20.50%-0.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $7,482 | $2,120+252.8% | $2,505+198.7% | $2,654+181.9% |
| Participant deferral / active EE | $9,880 | $3,446+186.7% | $4,008+146.5% | $4,375+125.8% |
| Admin fee / account holder | $164 | $1,242-86.8% | $6,956-97.6% | $834-80.3% |