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 | $7,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,166 |
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 | $93,128 | $52,660+76.8% | $86,612+7.5% | $80,160+16.2% |
| Participation rate | 78.7% | 62.4%+16.3pp | 71.7%+7.0pp | 72.9%+5.8pp |
| Annual return | 14.17% | 24.87%-10.7pp | 591.07%-576.9pp | 40.38%-26.2pp |
| Employer contribution / active EE | $4,707 | $2,140+120.0% | $3,022+55.7% | $2,978+58.1% |
| Participant deferral / active EE | $5,054 | $3,215+57.2% | $4,438+13.9% | $5,017+0.7% |
| Admin fee / account holder | $7 | $113-93.8% | $5,614-99.9% | $145-95.2% |