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 | $142,502 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $358 |
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 | $15,936 | $70,115-77.3% | $70,515-77.4% | $80,160-80.1% |
| Participation rate | 92.9% | 71.7%+21.3pp | 68.3%+24.6pp | 72.9%+20.0pp |
| Annual return | 16.00% | 134.51%-118.5pp | 32.77%-16.8pp | 40.38%-24.4pp |
| Employer contribution / active EE | $381 | $3,021-87.4% | $2,973-87.2% | $2,978-87.2% |
| Participant deferral / active EE | $1,722 | $4,495-61.7% | $4,567-62.3% | $5,017-65.7% |
| Admin fee / account holder | $94 | $112-16.5% | $6,412-98.5% | $145-35.4% |