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 | $48,352 |
USI CONSULTING GROUP9 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $25,293 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $49,108 | $56,767-13.5% | $101,794-51.8% | $85,563-42.6% |
| Participation rate | 21.6% | 57.6%-36.0pp | 69.2%-47.6pp | 66.0%-44.4pp |
| Annual return | 19.44% | 17.76%+1.7pp | 30.53%-11.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $27 | $1,112-97.6% | $2,289-98.8% | $2,654-99.0% |
| Participant deferral / active EE | $1,561 | $2,720-42.6% | $4,084-61.8% | $4,375-64.3% |
| Admin fee / account holder | $203 | $1,098-81.6% | $8,777-97.7% | $834-75.7% |