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 | $26,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,008 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,082 | $86,655-14.5% | $119,609-38.1% | $66,914+10.7% |
| Participation rate | 91.9% | 75.6%+16.3pp | 79.3%+12.6pp | 69.8%+22.1pp |
| Annual return | -19.01% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $5,387 | $2,536+112.4% | $4,232+27.3% | $2,544+111.7% |
| Participant deferral / active EE | $8,439 | $4,358+93.6% | $5,602+50.6% | $4,237+99.2% |
| Admin fee / account holder | $151 | $755-79.9% | $10,323-98.5% | $593-74.5% |