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 | $25,462 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,939 | $54,193+89.9% | $93,606+10.0% | $77,643+32.6% |
| Participation rate | 41.8% | 63.9%-22.2pp | 68.7%-27.0pp | 70.6%-28.8pp |
| Annual return | 14.10% | 30.54%-16.4pp | 133.20%-119.1pp | 31.24%-17.1pp |
| Employer contribution / active EE | $386 | $1,168-67.0% | $2,420-84.1% | $2,726-85.9% |
| Participant deferral / active EE | $3,204 | $3,144+1.9% | $4,411-27.4% | $4,647-31.0% |
| Admin fee / account holder | $79 | $576-86.3% | $8,285-99.0% | $430-81.7% |