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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,126 |
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 | $29,795 | $44,960-33.7% | $84,966-64.9% | $74,495-60.0% |
| Participation rate | 90.4% | 49.4%+41.0pp | 67.5%+22.9pp | 67.2%+23.2pp |
| Annual return | 10.04% | 26.24%-16.2pp | 66.38%-56.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $748 | $1,457-48.7% | $2,727-72.6% | $2,623-71.5% |
| Participant deferral / active EE | $2,302 | $2,731-15.7% | $4,519-49.1% | $4,346-47.0% |
| Admin fee / account holder | $134 | $2,209-93.9% | $6,149-97.8% | $1,942-93.1% |