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 | $23,352 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,213 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $2,882 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,798 | $24,733+60.9% | $69,647-42.9% | $74,495-46.6% |
| Participation rate | 74.1% | 63.5%+10.6pp | 66.5%+7.7pp | 67.2%+6.9pp |
| Annual return | 10.97% | 18.55%-7.6pp | 100.48%-89.5pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,966 | $1,001+96.5% | $1,712+14.8% | $2,623-25.1% |
| Participant deferral / active EE | $4,015 | $1,901+111.2% | $2,886+39.1% | $4,346-7.6% |
| Admin fee / account holder | $204 | $1,892-89.2% | $4,713-95.7% | $1,942-89.5% |