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 | $113,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,390 | $106,028-43.0% | $146,958-58.9% | $77,643-22.2% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 23.80% | 56.73%-32.9pp | 418.34%-394.5pp | 31.24%-7.4pp |
| Employer contribution / active EE | $4,208 | $4,063+3.6% | $4,933-14.7% | $2,726+54.4% |
| Participant deferral / active EE | $12,771 | $7,990+59.8% | $8,070+58.3% | $4,647+174.8% |
| Admin fee / account holder | $208 | $337-38.3% | $12,998-98.4% | $430-51.6% |