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 | $21,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,041 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,996 | $71,516-17.5% | $98,439-40.1% | $71,457-17.4% |
| Participation rate | 95.6% | 72.7%+22.9pp | 75.2%+20.4pp | 67.9%+27.6pp |
| Annual return | 18.81% | 32.41%-13.6pp | 21.16%-2.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,702 | $2,399-29.1% | $3,048-44.2% | $2,588-34.2% |
| Participant deferral / active EE | $4,983 | $4,109+21.3% | $4,738+5.2% | $4,289+16.2% |
| Admin fee / account holder | $67 | $1,675-96.0% | $8,948-99.2% | $1,587-95.8% |