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 | $44,236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,378 |
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 | $132,977 | $59,805+122.4% | $79,550+67.2% | $68,494+94.1% |
| Participation rate | 90.1% | 61.1%+29.1pp | 69.5%+20.6pp | 67.9%+22.2pp |
| Annual return | -11.84% | -12.30%+0.5pp | 0.16%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $597 | $1,505-60.3% | $2,413-75.3% | $2,596-77.0% |
| Participant deferral / active EE | $4,727 | $3,024+56.3% | $3,985+18.6% | $4,027+17.4% |
| Admin fee / account holder | $518 | $4,835-89.3% | $6,832-92.4% | $5,403-90.4% |