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 |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $27,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,021 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,810 | $30,588+0.7% | $53,898-42.8% | $85,563-64.0% |
| Participation rate | 82.3% | 26.3%+56.0pp | 55.0%+27.4pp | 66.0%+16.4pp |
| Annual return | 15.63% | 50.42%-34.8pp | 528.60%-513.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,698 | $436+289.4% | $932+82.1% | $2,654-36.0% |
| Participant deferral / active EE | $2,260 | $848+166.5% | $1,826+23.7% | $4,375-48.3% |
| Admin fee / account holder | $100 | $1,879-94.7% | $2,491-96.0% | $834-88.0% |