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 | $1,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $549 |
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 | $9,493 | $48,335-80.4% | $121,098-92.2% | $71,457-86.7% |
| Participation rate | 98.9% | 54.3%+44.7pp | 69.5%+29.4pp | 67.9%+31.0pp |
| Annual return | 16.07% | 23.32%-7.3pp | 985.75%-969.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,393 | $1,489-6.4% | $4,164-66.5% | $2,588-46.2% |
| Participant deferral / active EE | $2,440 | $2,754-11.4% | $4,080-40.2% | $4,289-43.1% |
| Admin fee / account holder | $5 | $1,841-99.7% | $5,644-99.9% | $1,587-99.7% |