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: ENPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,658 |
Filed as: ENPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,728 | $82,664+35.2% | $125,339-10.9% | $68,494+63.1% |
| Participation rate | 88.4% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -18.49% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,609 | $3,381+36.3% | $4,814-4.2% | $2,596+77.5% |
| Participant deferral / active EE | $12,242 | $6,110+100.4% | $7,446+64.4% | $4,027+204.0% |
| Admin fee / account holder | $66 | $6,275-98.9% | $10,010-99.3% | $5,403-98.8% |