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 | $21,515 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,307 | $65,908+61.3% | $81,812+29.9% | $77,643+36.9% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.3%+26.9pp | 70.6%+28.6pp |
| Annual return | 13.97% | 26.64%-12.7pp | 773.79%-759.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,884 | $2,370-20.5% | $2,912-35.3% | $2,726-30.9% |
| Participant deferral / active EE | $5,768 | $3,505+64.6% | $4,319+33.6% | $4,647+24.1% |
| Admin fee / account holder | $131 | $526-75.1% | $7,386-98.2% | $430-69.5% |