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 15 · EIN 84-0467907 | Recordkeeping | $9,851 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,967 | $55,331+96.9% | $81,812+33.2% | $199,593-45.4% |
| Participation rate | 97.4% | 62.5%+34.9pp | 72.3%+25.1pp | 72.0%+25.4pp |
| Annual return | 11.09% | 19.59%-8.5pp | 773.79%-762.7pp | 34.25%-23.2pp |
| Employer contribution / active EE | $4,836 | $2,101+130.2% | $2,912+66.1% | $3,034+59.4% |
| Participant deferral / active EE | $6,593 | $3,283+100.8% | $4,319+52.7% | $5,087+29.6% |
| Admin fee / account holder | $12 | $346-96.6% | $7,386-99.8% | $269-95.6% |