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 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $31,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,556 |
Filed as: EMPOWER ADVISORY GROUP, INC. Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,921 | $49,915-10.0% | $154,803-71.0% | $74,304-39.5% |
| Participation rate | 74.2% | 54.0%+20.2pp | 78.1%-3.9pp | 60.3%+13.8pp |
| Annual return | 15.32% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,301 | $1,611-19.2% | $4,305-69.8% | $2,241-41.9% |
| Participant deferral / active EE | $4,630 | $2,255+105.4% | $5,540-16.4% | $3,767+22.9% |
| Admin fee / account holder | $290 | $2,189-86.8% | $14,329-98.0% | $2,969-90.2% |