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 | $29,816 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,536 | $49,451-56.5% | $79,550-72.9% | $66,914-67.8% |
| Participation rate | 90.3% | 61.3%+29.0pp | 69.5%+20.9pp | 69.8%+20.5pp |
| Annual return | -17.39% | 84.25%-101.6pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,047 | $1,266-17.2% | $2,413-56.6% | $2,544-58.8% |
| Participant deferral / active EE | $2,055 | $3,159-34.9% | $3,985-48.4% | $4,237-51.5% |
| Admin fee / account holder | $169 | $595-71.5% | $6,832-97.5% | $593-71.5% |