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 | $30,933 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,670 | $57,831+252.2% | $82,389+147.2% | $85,563+138.0% |
| Participation rate | 99.7% | 55.0%+44.7pp | 69.5%+30.1pp | 66.0%+33.7pp |
| Annual return | 16.05% | 17.86%-1.8pp | 28.67%-12.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $7,515 | $1,643+357.5% | $2,517+198.6% | $2,654+183.2% |
| Participant deferral / active EE | $10,713 | $3,118+243.6% | $4,155+157.9% | $4,375+144.9% |
| Admin fee / account holder | $48 | $1,391-96.5% | $7,231-99.3% | $834-94.2% |