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 | $23,871 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,887 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,818 | $88,083-34.4% | $164,813-64.9% | $74,495-22.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.54% | 17.26%+6.3pp | 69.93%-46.4pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $3,132 | $2,593+20.8% | $4,341-27.9% | $2,623+19.4% |
| Participant deferral / active EE | $3,222 | $4,498-28.4% | $6,031-46.6% | $4,346-25.9% |
| Admin fee / account holder | $208 | $2,234-90.7% | $12,690-98.4% | $1,942-89.3% |