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 | $5,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,668 | $82,917+17.8% | $103,333-5.5% | $77,643+25.8% |
| Participation rate | 46.2% | 71.6%-25.4pp | 74.5%-28.3pp | 70.6%-24.4pp |
| Annual return | 13.68% | 19.13%-5.4pp | 24.88%-11.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,638 | $3,552-53.9% | $3,868-57.7% | $2,726-39.9% |
| Participant deferral / active EE | $3,595 | $4,108-12.5% | $5,057-28.9% | $4,647-22.7% |
| Admin fee / account holder | $104 | $638-83.6% | $8,355-98.8% | $430-75.7% |