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 6-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 | $18,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $712 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,818 | $79,171-77.5% | $102,423-82.6% | $74,495-76.1% |
| Participation rate | 76.1% | 74.8%+1.3pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 12.43% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,522 | $2,362-35.6% | $3,023-49.7% | $2,623-42.0% |
| Participant deferral / active EE | $2,758 | $4,415-37.5% | $5,053-45.4% | $4,346-36.5% |
| Admin fee / account holder | $147 | $2,001-92.6% | $9,451-98.4% | $1,942-92.4% |