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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,050 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,504 |
Service code 13 101 BRADFORD ROAD · WEXFORD, PA 15090 | Contract Administrator | $1,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,702 | $53,053-42.1% | $126,539-75.7% | $74,304-58.7% |
| Participation rate | 100.0% | 48.0%+52.0pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 17.15% | 29.46%-12.3pp | 425.95%-408.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,724 | $1,168+219.0% | $3,674+1.4% | $2,241+66.2% |
| Participant deferral / active EE | $2,522 | $2,303+9.5% | $4,083-38.2% | $3,767-33.1% |
| Admin fee / account holder | $44 | $3,698-98.8% | $6,065-99.3% | $2,969-98.5% |