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 | $53,811 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,867 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,549 | $75,923-25.5% | $102,423-44.8% | - |
| Participation rate | 99.2% | 71.4%+27.8pp | 76.5%+22.7pp | - |
| Annual return | 12.27% | 15.12%-2.8pp | 29.32%-17.1pp | - |
| Employer contribution / active EE | $2,146 | $2,206-2.7% | $3,023-29.0% | - |
| Participant deferral / active EE | $5,052 | $4,258+18.6% | $5,0530% | - |
| Admin fee / account holder | $202 | $11,449-98.2% | $9,451-97.9% | - |