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 | $40,374 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,758 | $82,917+48.0% | $103,333+18.8% | $77,643+58.1% |
| Participation rate | 78.4% | 71.6%+6.9pp | 74.5%+3.9pp | 70.6%+7.9pp |
| Annual return | 18.52% | 19.13%-0.6pp | 24.88%-6.4pp | 31.24%-12.7pp |
| Employer contribution / active EE | $2,559 | $3,552-28.0% | $3,868-33.9% | $2,726-6.1% |
| Participant deferral / active EE | $8,306 | $4,108+102.2% | $5,057+64.2% | $4,647+78.7% |
| Admin fee / account holder | $159 | $638-75.1% | $8,355-98.1% | $430-63.1% |