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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $247,062 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $80,517 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $42,947 |
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 | $142,977 | $102,197+39.9% | $142,449+0.4% | $74,419+92.1% |
| Participation rate | 99.2% | 79.8%+19.3pp | 76.8%+22.4pp | 70.7%+28.4pp |
| Annual return | 12.34% | 19.73%-7.4pp | 19.99%-7.7pp | 34.38%-22.0pp |
| Employer contribution / active EE | $4,600 | $5,052-8.9% | $4,847-5.1% | $2,637+74.4% |
| Participant deferral / active EE | $10,085 | $6,304+60.0% | $6,283+60.5% | $4,528+122.7% |
| Admin fee / account holder | $298 | $186+60.4% | $10,011-97.0% | $348-14.3% |