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 | $9,312 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,207 | $122,239+57.2% | $184,203+4.3% | $74,495+158.0% |
| Participation rate | 88.3% | 85.5%+2.9pp | 86.8%+1.5pp | 67.2%+21.1pp |
| Annual return | 12.50% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,769 | $4,537-16.9% | $6,427-41.3% | $2,623+43.7% |
| Participant deferral / active EE | $10,874 | $7,139+52.3% | $9,131+19.1% | $4,346+150.2% |
| Admin fee / account holder | $7 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |