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 | $20,561 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,148 | $79,171-51.8% | $102,423-62.8% | $74,495-48.8% |
| Participation rate | 86.7% | 74.8%+11.9pp | 76.5%+10.2pp | 67.2%+19.5pp |
| Annual return | 15.47% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,544 | $2,362+7.7% | $3,023-15.8% | $2,623-3.0% |
| Participant deferral / active EE | $4,381 | $4,415-0.8% | $5,053-13.3% | $4,346+0.8% |
| Admin fee / account holder | $181 | $2,001-90.9% | $9,451-98.1% | $1,942-90.7% |