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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,985 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,350 | $55,415+187.6% | $155,509+2.5% | $74,495+113.9% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 10.61% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $10,198 | $2,267+349.8% | $4,672+118.3% | $2,623+288.8% |
| Participant deferral / active EE | $5,427 | $2,836+91.4% | $5,626-3.5% | $4,346+24.9% |
| Admin fee / account holder | $173 | $1,738-90.0% | $15,912-98.9% | $1,942-91.1% |