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 | $182,669 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,076 | $81,357-74.1% | $75,972-72.3% | $199,593-89.4% |
| Participation rate | 63.5% | 69.9%-6.5pp | 69.1%-5.6pp | 72.0%-8.5pp |
| Annual return | 12.10% | 16.32%-4.2pp | 359.55%-347.4pp | 34.25%-22.1pp |
| Employer contribution / active EE | $258 | $3,341-92.3% | $2,685-90.4% | $3,034-91.5% |
| Participant deferral / active EE | $1,491 | $4,710-68.3% | $4,255-65.0% | $5,087-70.7% |
| Admin fee / account holder | $148 | $144+2.3% | $6,467-97.7% | $269-45.0% |