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 | $14,542 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,545 | $58,264+64.0% | $86,612+10.3% | $71,457+33.7% |
| Participation rate | 98.4% | 65.0%+33.4pp | 71.7%+26.7pp | 67.9%+30.4pp |
| Annual return | 19.32% | 21.63%-2.3pp | 591.07%-571.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,235 | $2,574-13.2% | $3,022-26.1% | $2,588-13.6% |
| Participant deferral / active EE | $5,132 | $3,436+49.4% | $4,438+15.6% | $4,289+19.7% |
| Admin fee / account holder | $101 | $1,057-90.4% | $5,614-98.2% | $1,587-93.6% |