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 | $155,202 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,840 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,852 | $65,908+56.1% | $81,812+25.7% | $77,643+32.5% |
| Participation rate | 96.3% | 65.8%+30.5pp | 72.3%+24.0pp | 70.6%+25.7pp |
| Annual return | 10.69% | 26.64%-16.0pp | 773.79%-763.1pp | 31.24%-20.5pp |
| Employer contribution / active EE | $4,509 | $2,370+90.2% | $2,912+54.8% | $2,726+65.4% |
| Participant deferral / active EE | $4,973 | $3,505+41.9% | $4,319+15.2% | $4,647+7.0% |
| Admin fee / account holder | $218 | $526-58.6% | $7,386-97.1% | $430-49.4% |