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 9-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 | $69,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,643 | $105,179-56.6% | $64,056-28.7% | $80,160-43.1% |
| Participation rate | 88.5% | 73.5%+14.9pp | 72.3%+16.2pp | 72.9%+15.5pp |
| Annual return | 20.53% | 20.34%+0.2pp | 33.69%-13.2pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,048 | $3,311-38.2% | $2,747-25.4% | $2,978-31.2% |
| Participant deferral / active EE | $4,603 | $4,020+14.5% | $3,880+18.6% | $5,017-8.2% |
| Admin fee / account holder | $41 | $113-63.6% | $3,068-98.7% | $145-71.6% |