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 | $5,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,825 | $59,417+12.5% | $93,606-28.6% | $74,495-10.3% |
| Participation rate | 61.7% | 59.7%+2.1pp | 68.7%-7.0pp | 67.2%-5.5pp |
| Annual return | 78.55% | 81.83%-3.3pp | 133.20%-54.6pp | 1364.94%-1286.4pp |
| Employer contribution / active EE | $1,639 | $1,264+29.7% | $2,420-32.3% | $2,623-37.5% |
| Participant deferral / active EE | $4,296 | $3,050+40.9% | $4,411-2.6% | $4,346-1.1% |
| Admin fee / account holder | $56 | $3,021-98.1% | $8,285-99.3% | $1,942-97.1% |