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 | $13,701 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,296 | $82,978-6.8% | $129,995-40.5% | $71,457+8.2% |
| Participation rate | 98.8% | 74.1%+24.7pp | 78.5%+20.3pp | 67.9%+30.8pp |
| Annual return | 21.57% | 20.60%+1.0pp | -137.18%+158.8pp | 28.85%-7.3pp |
| Employer contribution / active EE | $3,330 | $2,622+27.0% | $4,320-22.9% | $2,588+28.7% |
| Participant deferral / active EE | $8,666 | $4,432+95.5% | $5,820+48.9% | $4,289+102.1% |
| Admin fee / account holder | $84 | $1,729-95.2% | $10,614-99.2% | $1,587-94.7% |