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 | $47,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,738 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,846 | $95,918+53.1% | $151,611-3.1% | $77,904+88.5% |
| Participation rate | 95.9% | 88.7%+7.2pp | 87.5%+8.4pp | 73.7%+22.3pp |
| Annual return | -14.58% | -5.50%-9.1pp | 3.33%-17.9pp | 12.21%-26.8pp |
| Employer contribution / active EE | $27,802 | $4,330+542.0% | $6,166+350.9% | $2,848+876.3% |
| Participant deferral / active EE | $9,343 | $7,508+24.4% | $8,363+11.7% | $4,806+94.4% |
| Admin fee / account holder | $54 | $93-42.0% | $11,616-99.5% | $133-59.2% |