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 | $13,354 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,743 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,093 | $37,393-14.2% | $77,024-58.3% | $66,914-52.0% |
| Participation rate | 89.1% | 52.9%+36.2pp | 67.9%+21.2pp | 69.8%+19.3pp |
| Annual return | -15.85% | -3.29%-12.6pp | 42.32%-58.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $806 | $1,531-47.4% | $2,812-71.3% | $2,544-68.3% |
| Participant deferral / active EE | $2,403 | $2,617-8.2% | $4,426-45.7% | $4,237-43.3% |
| Admin fee / account holder | $131 | $567-76.8% | $5,425-97.6% | $593-77.9% |