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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,976 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,140 | $65,908-75.5% | $81,812-80.3% | $77,643-79.2% |
| Participation rate | 45.3% | 65.8%-20.5pp | 72.3%-27.0pp | 70.6%-25.2pp |
| Annual return | 11.95% | 26.64%-14.7pp | 773.79%-761.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $663 | $2,370-72.0% | $2,912-77.2% | $2,726-75.7% |
| Participant deferral / active EE | $1,017 | $3,505-71.0% | $4,319-76.4% | $4,647-78.1% |
| Admin fee / account holder | $117 | $526-77.7% | $7,386-98.4% | $430-72.8% |