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 4-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 | $11,556 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,582 | $53,165-55.6% | $86,188-72.6% | $74,419-68.3% |
| Participation rate | 78.6% | 64.9%+13.8pp | 69.0%+9.7pp | 70.7%+7.9pp |
| Annual return | 19.24% | 22.64%-3.4pp | 1168.45%-1149.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $187 | $1,210-84.6% | $2,380-92.2% | $2,637-92.9% |
| Participant deferral / active EE | $2,515 | $3,234-22.2% | $3,985-36.9% | $4,528-44.5% |
| Admin fee / account holder | $42 | $551-92.4% | $6,852-99.4% | $348-88.0% |