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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,455 | $78,485-43.4% | $106,213-58.1% | $74,495-40.3% |
| Participation rate | 95.3% | 72.8%+22.5pp | 75.3%+20.0pp | 67.2%+28.1pp |
| Annual return | 13.64% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,120 | $2,523-16.0% | $3,171-33.1% | $2,623-19.2% |
| Participant deferral / active EE | $3,309 | $4,322-23.5% | $5,016-34.0% | $4,346-23.9% |
| Admin fee / account holder | $115 | $2,232-94.8% | $11,033-99.0% | $1,942-94.1% |