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 | $34,664 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,276 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,767 | $98,727+77.0% | $113,168+54.4% | $85,563+104.3% |
| Participation rate | 96.7% | 80.8%+15.9pp | 76.6%+20.1pp | 66.0%+30.7pp |
| Annual return | 15.62% | 17.43%-1.8pp | 24.27%-8.6pp | 31.51%-15.9pp |
| Employer contribution / active EE | $4,446 | $2,907+53.0% | $2,975+49.4% | $2,654+67.6% |
| Participant deferral / active EE | $10,543 | $5,424+94.4% | $5,107+106.4% | $4,375+141.0% |
| Admin fee / account holder | $49 | $357-86.3% | $12,068-99.6% | $834-94.1% |