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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,234 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,654 |
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 | $22,746 | $50,982-55.4% | $154,803-85.3% | $85,563-73.4% |
| Participation rate | 87.9% | 59.8%+28.2pp | 78.1%+9.9pp | 66.0%+22.0pp |
| Annual return | 10.77% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $978 | $1,708-42.8% | $4,305-77.3% | $2,654-63.2% |
| Participant deferral / active EE | $2,352 | $2,474-5.0% | $5,540-57.6% | $4,375-46.3% |
| Admin fee / account holder | $138 | $846-83.7% | $14,329-99.0% | $834-83.5% |