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 | $28,142 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $64,768-62.1% | $76,190-67.8% | $77,643-68.4% |
| Participation rate | 93.5% | 72.6%+20.8pp | 79.3%+14.2pp | 70.6%+22.9pp |
| Annual return | 21.20% | 13.90%+7.3pp | 13.78%+7.4pp | 31.24%-10.0pp |
| Employer contribution / active EE | $1,560 | $2,747-43.2% | $4,578-65.9% | $2,726-42.8% |
| Participant deferral / active EE | $1,992 | $3,709-46.3% | $5,474-63.6% | $4,647-57.1% |
| Admin fee / account holder | $111 | $1,025-89.2% | $5,123-97.8% | $430-74.2% |