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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,787 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $36,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,563 | $50,982-26.3% | $154,803-75.7% | $85,563-56.1% |
| Participation rate | 98.3% | 59.8%+38.5pp | 78.1%+20.2pp | 66.0%+32.3pp |
| Annual return | 16.81% | 30.35%-13.5pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,812 | $1,708+64.6% | $4,305-34.7% | $2,654+6.0% |
| Participant deferral / active EE | $4,706 | $2,474+90.2% | $5,540-15.1% | $4,375+7.6% |
| Admin fee / account holder | $147 | $846-82.7% | $14,329-99.0% | $834-82.4% |