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 | $34,354 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,910 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,210 | $50,815-16.9% | $155,509-72.9% | $77,643-45.6% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 9.95% | 34.80%-24.9pp | 64.67%-54.7pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,036 | $1,993-48.0% | $4,672-77.8% | $2,726-62.0% |
| Participant deferral / active EE | $4,531 | $2,822+60.6% | $5,626-19.5% | $4,647-2.5% |
| Admin fee / account holder | $192 | $437-56.0% | $15,912-98.8% | $430-55.3% |