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 | $25,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,702 | $82,978+76.8% | $129,995+12.9% | $71,457+105.3% |
| Participation rate | 90.4% | 74.1%+16.3pp | 78.5%+11.9pp | 67.9%+22.5pp |
| Annual return | 15.13% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $10,209 | $2,622+289.4% | $4,320+136.3% | $2,588+294.5% |
| Participant deferral / active EE | $5,031 | $4,432+13.5% | $5,820-13.6% | $4,289+17.3% |
| Admin fee / account holder | $145 | $1,729-91.6% | $10,614-98.6% | $1,587-90.9% |