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 | $29,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,985 | $49,451+82.0% | $79,550+13.1% | $66,914+34.5% |
| Participation rate | 83.0% | 61.3%+21.7pp | 69.5%+13.5pp | 69.8%+13.2pp |
| Annual return | -13.14% | 84.25%-97.4pp | 0.16%-13.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,478 | $1,266+95.8% | $2,413+2.7% | $2,544-2.6% |
| Participant deferral / active EE | $6,139 | $3,159+94.4% | $3,985+54.1% | $4,237+44.9% |
| Admin fee / account holder | $359 | $595-39.7% | $6,832-94.7% | $593-39.5% |