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 | $43,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,704 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,558 | $112,686+53.1% | $169,993+1.5% | $80,160+115.3% |
| Participation rate | 99.8% | 87.4%+12.5pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 20.91% | 67.04%-46.1pp | 53.37%-32.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $32,326 | $4,481+621.3% | $6,785+376.4% | $2,978+985.6% |
| Participant deferral / active EE | $9,340 | $7,876+18.6% | $10,408-10.3% | $5,017+86.1% |
| Admin fee / account holder | $47 | $99-52.7% | $12,815-99.6% | $145-67.6% |