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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,212 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,227 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,119 | $119,446-21.2% | $150,045-37.3% | $85,563+10.0% |
| Participation rate | 96.9% | 75.4%+21.4pp | 82.3%+14.6pp | 66.0%+30.9pp |
| Annual return | 33.10% | 23.72%+9.4pp | 62.55%-29.4pp | 31.51%+1.6pp |
| Employer contribution / active EE | $7,889 | $4,078+93.4% | $4,693+68.1% | $2,654+197.3% |
| Participant deferral / active EE | $16,252 | $7,985+103.5% | $7,997+103.2% | $4,375+271.5% |
| Admin fee / account holder | $99 | $548-82.0% | $13,435-99.3% | $834-88.2% |