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 | $46,131 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,164 | $108,549-3.1% | $156,263-32.7% | $85,563+22.9% |
| Participation rate | 86.7% | 77.1%+9.6pp | 78.9%+7.8pp | 66.0%+20.8pp |
| Annual return | 17.56% | 21.79%-4.2pp | 59.47%-41.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $4,824 | $2,690+79.4% | $4,333+11.3% | $2,654+81.8% |
| Participant deferral / active EE | $8,271 | $4,800+72.3% | $6,158+34.3% | $4,375+89.0% |
| Admin fee / account holder | $219 | $650-66.3% | $14,255-98.5% | $834-73.7% |