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 | $49,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,967 | $102,553+63.8% | $151,611+10.8% | $66,914+151.0% |
| Participation rate | 91.5% | 85.5%+6.0pp | 87.5%+4.0pp | 69.8%+21.7pp |
| Annual return | -15.07% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,013 | $4,180-27.9% | $6,166-51.1% | $2,544+18.4% |
| Participant deferral / active EE | $11,600 | $6,641+74.7% | $8,363+38.7% | $4,237+173.8% |
| Admin fee / account holder | $6 | $630-99.0% | $11,616-99.9% | $593-99.0% |