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 8-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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158,420 |
EJREYNOLDS, INC.6+ years Service code 13 · EIN 59-2265857 9050 PINES BLVD. · PEMBROKE PINES, FL 33024 | Contract Administrator | $51,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,834 | $45,000-38.1% | $143,757-80.6% | $77,904-64.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | 5.22% | 29.03%-23.8pp | -0.04%+5.3pp | 12.21%-7.0pp |
| Employer contribution / active EE | $1,620 | $1,870-13.3% | $4,951-67.3% | $2,848-43.1% |
| Participant deferral / active EE | $3,794 | $3,157+20.2% | $5,637-32.7% | $4,806-21.0% |
| Admin fee / account holder | $148 | $98+50.3% | $14,673-99.0% | $133+11.6% |