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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,014 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,012 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $664 |
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 | $50,820 | $91,538-44.5% | $129,995-60.9% | $75,163-32.4% |
| Participation rate | 98.9% | 71.4%+27.4pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 11.81% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,442 | $2,845-14.2% | $4,320-43.5% | $2,670-8.6% |
| Participant deferral / active EE | $2,729 | $4,341-37.1% | $5,820-53.1% | $4,125-33.8% |
| Admin fee / account holder | $226 | $6,790-96.7% | $10,614-97.9% | $5,651-96.0% |