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 | $65,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,333 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,647 | $81,908-27.2% | $90,749-34.3% | $64,808-8.0% |
| Participation rate | 91.4% | 80.5%+10.9pp | 75.7%+15.7pp | 71.5%+19.9pp |
| Annual return | -14.12% | -12.53%-1.6pp | -12.16%-2.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,658 | $3,065-13.3% | $2,921-9.0% | $2,506+6.1% |
| Participant deferral / active EE | $5,175 | $4,840+6.9% | $4,564+13.4% | $4,310+20.1% |
| Admin fee / account holder | $84 | $157-46.3% | $8,445-99.0% | $188-55.1% |