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 | $82,755 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,630 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,897 | $241,101-54.0% | $103,333+7.3% | $199,593-44.4% |
| Participation rate | 84.9% | 78.3%+6.6pp | 74.5%+10.4pp | 72.0%+12.9pp |
| Annual return | 14.77% | 17.80%-3.0pp | 24.88%-10.1pp | 34.25%-19.5pp |
| Employer contribution / active EE | $7,852 | $4,244+85.0% | $3,868+103.0% | $3,034+158.8% |
| Participant deferral / active EE | $7,311 | $3,958+84.7% | $5,057+44.6% | $5,087+43.7% |
| Admin fee / account holder | $120 | $288-58.3% | $8,355-98.6% | $269-55.3% |