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 | $24,866 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,418 |
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 | $42,116 | $101,317-58.4% | $146,958-71.3% | $74,495-43.5% |
| Participation rate | 42.3% | 75.5%-33.2pp | 82.2%-39.8pp | 67.2%-24.9pp |
| Annual return | 14.79% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $642 | $3,810-83.1% | $4,933-87.0% | $2,623-75.5% |
| Participant deferral / active EE | $5,610 | $7,303-23.2% | $8,070-30.5% | $4,346+29.1% |
| Admin fee / account holder | $171 | $1,739-90.1% | $12,998-98.7% | $1,942-91.2% |