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 | $2,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,426 |
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 | $12,259 | $52,406-76.6% | $129,207-90.5% | $74,495-83.5% |
| Participation rate | 90.9% | 53.8%+37.1pp | 69.6%+21.3pp | 67.2%+23.7pp |
| Annual return | 15.31% | 15.66%-0.3pp | 9417.33%-9402.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,167 | $1,531-23.7% | $4,153-71.9% | $2,623-55.5% |
| Participant deferral / active EE | $2,108 | $2,794-24.6% | $4,168-49.4% | $4,346-51.5% |
| Admin fee / account holder | $10 | $2,633-99.6% | $7,715-99.9% | $1,942-99.5% |