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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $25,953 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,499 | $71,516-12.6% | $98,439-36.5% | $71,457-12.5% |
| Participation rate | 89.0% | 72.7%+16.3pp | 75.2%+13.8pp | 67.9%+21.1pp |
| Annual return | 14.58% | 32.41%-17.8pp | 21.16%-6.6pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,597 | $2,399-33.4% | $3,048-47.6% | $2,588-38.3% |
| Participant deferral / active EE | $4,466 | $4,109+8.7% | $4,738-5.7% | $4,289+4.1% |
| Admin fee / account holder | $61 | $1,675-96.3% | $8,948-99.3% | $1,587-96.1% |