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 | $28,083 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,931 | $72,607+7.3% | $90,749-14.1% | $66,914+16.5% |
| Participation rate | 89.1% | 73.7%+15.4pp | 75.7%+13.4pp | 69.8%+19.3pp |
| Annual return | -16.71% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,863 | $2,369+63.1% | $2,921+32.3% | $2,544+51.8% |
| Participant deferral / active EE | $4,620 | $3,977+16.2% | $4,564+1.2% | $4,237+9.1% |
| Admin fee / account holder | $128 | $707-82.0% | $8,445-98.5% | $593-78.5% |