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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,317 | $50,815+56.1% | $155,509-49.0% | $77,643+2.2% |
| Participation rate | 92.0% | 63.1%+28.9pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 17.35% | 34.80%-17.5pp | 64.67%-47.3pp | 31.24%-13.9pp |
| Employer contribution / active EE | $6,013 | $1,993+201.7% | $4,672+28.7% | $2,726+120.6% |
| Participant deferral / active EE | $4,967 | $2,822+76.0% | $5,626-11.7% | $4,647+6.9% |
| Admin fee / account holder | $32 | $437-92.6% | $15,912-99.8% | $430-92.5% |