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 | $4,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,649 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,345 | $89,436+17.8% | $164,813-36.1% | $77,643+35.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 78.6%+20.4pp | 70.6%+28.4pp |
| Annual return | 13.30% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $834 | $2,569-67.5% | $4,341-80.8% | $2,726-69.4% |
| Participant deferral / active EE | $5,896 | $4,897+20.4% | $6,031-2.2% | $4,647+26.9% |
| Admin fee / account holder | $21 | $339-93.8% | $12,690-99.8% | $430-95.1% |