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 | $37,416 |
FIRST HORIZON ADVISORS INC4 years Service code 27 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $31,502 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,145 | $58,778+4.0% | $129,207-52.7% | $77,643-21.2% |
| Participation rate | 70.8% | 59.2%+11.5pp | 69.6%+1.2pp | 70.6%+0.2pp |
| Annual return | 15.67% | 24.73%-9.1pp | 9417.33%-9401.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,825 | $1,952-6.5% | $4,153-56.1% | $2,726-33.1% |
| Participant deferral / active EE | $5,602 | $3,212+74.4% | $4,168+34.4% | $4,647+20.6% |
| Admin fee / account holder | $283 | $589-51.9% | $7,715-96.3% | $430-34.2% |