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 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,914 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,936 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,448 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,742 | $65,557+3.3% | $64,056+5.8% | $71,457-5.2% |
| Participation rate | 74.4% | 73.2%+1.2pp | 72.3%+2.1pp | 67.9%+6.4pp |
| Annual return | 18.85% | 18.94%-0.1pp | 33.69%-14.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,254 | $2,669+21.9% | $2,747+18.5% | $2,588+25.7% |
| Participant deferral / active EE | $7,080 | $3,626+95.3% | $3,880+82.5% | $4,289+65.1% |
| Admin fee / account holder | $288 | $616-53.3% | $3,068-90.6% | $1,587-81.9% |