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 8-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 | $21,059 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,514 | $155,364-81.0% | $103,476-71.5% | $77,643-62.0% |
| Participation rate | 63.7% | 85.5%-21.8pp | 80.5%-16.8pp | 70.6%-6.9pp |
| Annual return | 31.43% | 19.02%+12.4pp | 23.90%+7.5pp | 31.24%+0.2pp |
| Employer contribution / active EE | $2,739 | $5,949-54.0% | $4,672-41.4% | $2,726+0.5% |
| Participant deferral / active EE | $5,550 | $8,482-34.6% | $6,623-16.2% | $4,647+19.4% |
| Admin fee / account holder | $121 | $503-75.9% | $9,413-98.7% | $430-71.9% |