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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,698 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,448 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,980 | $78,485-3.2% | $106,213-28.5% | $74,495+2.0% |
| Participation rate | 95.0% | 72.8%+22.2pp | 75.3%+19.7pp | 67.2%+27.8pp |
| Annual return | 14.53% | 15.95%-1.4pp | 116.14%-101.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,774 | $2,523-29.7% | $3,171-44.1% | $2,623-32.4% |
| Participant deferral / active EE | $4,957 | $4,322+14.7% | $5,016-1.2% | $4,346+14.1% |
| Admin fee / account holder | $125 | $2,232-94.4% | $11,033-98.9% | $1,942-93.6% |