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 | $21,361 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,075 |
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 | $61,709 | $59,417+3.9% | $93,606-34.1% | $74,495-17.2% |
| Participation rate | 66.3% | 59.7%+6.7pp | 68.7%-2.4pp | 67.2%-0.9pp |
| Annual return | 12.77% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,888 | $1,264+49.4% | $2,420-22.0% | $2,623-28.0% |
| Participant deferral / active EE | $3,603 | $3,050+18.1% | $4,411-18.3% | $4,346-17.1% |
| Admin fee / account holder | $138 | $3,021-95.4% | $8,285-98.3% | $1,942-92.9% |