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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100,522 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,060 |
ROBERTSON & ROBERTSON, PLLC10+ years Service code 10 800 WILCREST DRIVE · HOUSTON, TX 77042 | Accounting | $13,220 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,384 | $106,028-36.4% | $146,958-54.1% | $77,643-13.2% |
| Participation rate | 95.8% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 7.99% | 56.73%-48.7pp | 418.34%-410.3pp | 31.24%-23.2pp |
| Employer contribution / active EE | $3,883 | $4,063-4.4% | $4,933-21.3% | $2,726+42.5% |
| Participant deferral / active EE | $5,497 | $7,990-31.2% | $8,070-31.9% | $4,647+18.3% |
| Admin fee / account holder | $202 | $337-40.1% | $12,998-98.4% | $430-53.0% |