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 9-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 | $36,635 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,283 | $88,890-46.8% | $102,423-53.8% | $77,643-39.1% |
| Participation rate | 94.7% | 80.9%+13.8pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 15.89% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,793 | $2,698-33.5% | $3,023-40.7% | $2,726-34.2% |
| Participant deferral / active EE | $4,197 | $5,145-18.4% | $5,053-16.9% | $4,647-9.7% |
| Admin fee / account holder | $189 | $235-19.9% | $9,451-98.0% | $430-56.2% |