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 | $5,230 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,456 | $129,021-52.4% | $184,203-66.6% | $77,643-20.8% |
| Participation rate | 96.9% | 87.3%+9.5pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 13.35% | 33.27%-19.9pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,180 | $4,413-73.3% | $6,427-81.6% | $2,726-56.7% |
| Participant deferral / active EE | $7,580 | $7,297+3.9% | $9,131-17.0% | $4,647+63.1% |
| Admin fee / account holder | $10 | $254-96.2% | $13,901-99.9% | $430-97.8% |