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 | $88,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,685 | $53,165+55.5% | $86,188-4.1% | $74,419+11.1% |
| Participation rate | 76.1% | 64.9%+11.2pp | 69.0%+7.1pp | 70.7%+5.3pp |
| Annual return | 15.11% | 22.64%-7.5pp | 1168.45%-1153.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,413 | $1,210+99.4% | $2,380+1.4% | $2,637-8.5% |
| Participant deferral / active EE | $5,361 | $3,234+65.7% | $3,985+34.5% | $4,528+18.4% |
| Admin fee / account holder | $256 | $551-53.5% | $6,852-96.3% | $348-26.3% |