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 | $24,681 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,297 | $66,098+1.8% | $101,794-33.9% | $74,304-9.4% |
| Participation rate | 91.8% | 53.8%+38.1pp | 69.2%+22.6pp | 60.3%+31.5pp |
| Annual return | 15.03% | 19.59%-4.6pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,987 | $1,082+176.2% | $2,289+30.5% | $2,241+33.3% |
| Participant deferral / active EE | $5,367 | $2,781+93.0% | $4,084+31.4% | $3,767+42.5% |
| Admin fee / account holder | $137 | $4,146-96.7% | $8,777-98.4% | $2,969-95.4% |