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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,992 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $796 |
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 | $38,946 | $84,556-53.9% | $116,228-66.5% | $74,304-47.6% |
| Participation rate | 79.7% | 66.0%+13.7pp | 74.6%+5.1pp | 60.3%+19.3pp |
| Annual return | 18.14% | 18.35%-0.2pp | 90.06%-71.9pp | 29.43%-11.3pp |
| Employer contribution / active EE | $528 | $2,168-75.7% | $2,994-82.4% | $2,241-76.5% |
| Participant deferral / active EE | $2,477 | $3,814-35.1% | $4,953-50.0% | $3,767-34.2% |
| Admin fee / account holder | $125 | $3,792-96.7% | $11,989-99.0% | $2,969-95.8% |