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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,616 |
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 | $24,988 | $76,050-67.1% | $96,544-74.1% | $71,457-65.0% |
| Participation rate | 80.9% | 74.4%+6.4pp | 76.0%+4.9pp | 67.9%+12.9pp |
| Annual return | 15.53% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,110 | $2,244-50.6% | $2,965-62.6% | $2,588-57.1% |
| Participant deferral / active EE | $3,078 | $4,215-27.0% | $4,851-36.6% | $4,289-28.2% |
| Admin fee / account holder | $169 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |