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 15 · EIN 84-0467907 | Recordkeeping | $149,989 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $131,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $26,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,176 | $53,136+129.9% | $155,509-21.4% | $199,593-38.8% |
| Participation rate | 98.9% | 64.1%+34.9pp | 78.2%+20.7pp | 72.0%+27.0pp |
| Annual return | 15.59% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $7,574 | $1,851+309.2% | $4,672+62.1% | $3,034+149.6% |
| Participant deferral / active EE | $6,568 | $3,161+107.8% | $5,626+16.7% | $5,087+29.1% |
| Admin fee / account holder | $109 | $185-41.4% | $15,912-99.3% | $269-59.6% |