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 | $18,011 |
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $14,891 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,549 |
Service code 99 PO BOX 735399 · DALLAS, TX 753735399 | Other Fees | $4,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,907 | $80,724-50.6% | $103,333-61.4% | $74,495-46.4% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 14.96% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,846 | $3,157+21.8% | $3,868-0.6% | $2,623+46.6% |
| Participant deferral / active EE | $6,470 | $3,860+67.6% | $5,057+27.9% | $4,346+48.9% |
| Admin fee / account holder | $220 | $2,368-90.7% | $8,355-97.4% | $1,942-88.6% |