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 ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,779 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 52-1743645 | Accounting | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,348 | $50,815-65.9% | $155,509-88.8% | $77,643-77.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.20% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,502 | $1,993-24.6% | $4,672-67.9% | $2,726-44.9% |
| Participant deferral / active EE | $3,404 | $2,822+20.6% | $5,626-39.5% | $4,647-26.8% |
| Admin fee / account holder | $32 | $437-92.6% | $15,912-99.8% | $430-92.5% |