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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,701 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,851 | $96,484+98.8% | $156,263+22.8% | $74,304+158.2% |
| Participation rate | 98.2% | 67.7%+30.5pp | 78.9%+19.3pp | 60.3%+37.9pp |
| Annual return | 14.21% | 17.73%-3.5pp | 59.47%-45.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,497 | $2,528+156.9% | $4,333+49.9% | $2,241+189.9% |
| Participant deferral / active EE | $6,217 | $4,286+45.0% | $6,158+1.0% | $3,767+65.0% |
| Admin fee / account holder | $182 | $3,728-95.1% | $14,255-98.7% | $2,969-93.9% |