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 5-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 | $19,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,379 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,066 | $122,239-45.1% | $184,203-63.6% | $74,495-10.0% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 17.89% | 19.95%-2.1pp | 28.81%-10.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $4,025 | $4,537-11.3% | $6,427-37.4% | $2,623+53.5% |
| Participant deferral / active EE | $11,187 | $7,139+56.7% | $9,131+22.5% | $4,346+157.4% |
| Admin fee / account holder | $189 | $1,260-85.0% | $13,901-98.6% | $1,942-90.2% |