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 | $6,128 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,642 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,908 | $79,171-9.2% | $102,423-29.8% | $74,495-3.5% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 12.88% | 54.93%-42.1pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,051 | $2,362-13.2% | $3,023-32.2% | $2,623-21.8% |
| Participant deferral / active EE | $3,148 | $4,415-28.7% | $5,053-37.7% | $4,346-27.6% |
| Admin fee / account holder | $38 | $2,001-98.1% | $9,451-99.6% | $1,942-98.1% |