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 | $30,235 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,056 | $87,870+3.6% | $113,168-19.5% | $74,304+22.5% |
| Participation rate | 97.2% | 70.7%+26.5pp | 76.6%+20.7pp | 60.3%+36.9pp |
| Annual return | 15.46% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,618 | $2,277+102.8% | $2,975+55.2% | $2,241+106.1% |
| Participant deferral / active EE | $6,464 | $4,241+52.4% | $5,107+26.6% | $3,767+71.6% |
| Admin fee / account holder | $189 | $3,368-94.4% | $12,068-98.4% | $2,969-93.6% |