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 | $86,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,187 |
ROBERTSON & ROBERTSON, PLLC9+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $13,220 |
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 | $53,096 | $95,274-44.3% | $135,903-60.9% | $74,419-28.7% |
| Participation rate | 94.0% | 78.2%+15.8pp | 81.9%+12.1pp | 70.7%+23.2pp |
| Annual return | 18.98% | 32.77%-13.8pp | 68.23%-49.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $3,733 | $3,874-3.6% | $4,856-23.1% | $2,637+41.6% |
| Participant deferral / active EE | $5,269 | $7,782-32.3% | $7,758-32.1% | $4,528+16.4% |
| Admin fee / account holder | $167 | $266-37.3% | $10,762-98.4% | $348-52.0% |