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 | $17,011 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,660 | $54,701+3.6% | $86,188-34.3% | $71,457-20.7% |
| Participation rate | 59.8% | 60.1%-0.3pp | 69.0%-9.1pp | 67.9%-8.1pp |
| Annual return | 17.93% | 20.06%-2.1pp | 1168.45%-1150.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,010 | $1,265+58.9% | $2,380-15.6% | $2,588-22.3% |
| Participant deferral / active EE | $3,490 | $3,108+12.3% | $3,985-12.4% | $4,289-18.6% |
| Admin fee / account holder | $110 | $1,922-94.3% | $6,852-98.4% | $1,587-93.0% |