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 | $29,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,207 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,468 | $64,119-7.3% | $112,228-47.0% | $66,914-11.1% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.1%+23.0pp | 69.8%+28.3pp |
| Annual return | -16.98% | -13.81%-3.2pp | 27.45%-44.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,412 | $3,005-53.0% | $3,635-61.1% | $2,544-44.5% |
| Participant deferral / active EE | $5,701 | $3,693+54.4% | $4,728+20.6% | $4,237+34.6% |
| Admin fee / account holder | $266 | $625-57.4% | $6,410-95.8% | $593-55.1% |