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 | $35,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,476 |
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 | $132,416 | $92,971+42.4% | $96,683+37.0% | $74,419+77.9% |
| Participation rate | 65.2% | 71.5%-6.4pp | 74.3%-9.2pp | 70.7%-5.5pp |
| Annual return | 22.26% | 37.49%-15.2pp | 35.69%-13.4pp | 34.38%-12.1pp |
| Employer contribution / active EE | $2,413 | $3,426-29.6% | $3,737-35.4% | $2,637-8.5% |
| Participant deferral / active EE | $8,190 | $3,970+106.3% | $4,878+67.9% | $4,528+80.9% |
| Admin fee / account holder | $167 | $633-73.6% | $6,730-97.5% | $348-51.9% |