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 | $358,613 |
EJREYNOLDS, INC.8+ years Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $94,051 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,699 | $53,136-25.3% | $155,509-74.5% | $199,593-80.1% |
| Participation rate | 89.3% | 64.1%+25.2pp | 78.2%+11.1pp | 72.0%+17.3pp |
| Annual return | 14.86% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,094 | $1,851+13.1% | $4,672-55.2% | $3,034-31.0% |
| Participant deferral / active EE | $5,024 | $3,161+58.9% | $5,626-10.7% | $5,087-1.2% |
| Admin fee / account holder | $129 | $185-30.7% | $15,912-99.2% | $269-52.2% |