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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,555 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $17,562 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,141 | $79,171-51.8% | $102,423-62.8% | $74,495-48.8% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 11.18% | 54.93%-43.8pp | 29.32%-18.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,074 | $2,362-12.2% | $3,023-31.4% | $2,623-20.9% |
| Participant deferral / active EE | $2,365 | $4,415-46.4% | $5,053-53.2% | $4,346-45.6% |
| Admin fee / account holder | $245 | $2,001-87.8% | $9,451-97.4% | $1,942-87.4% |