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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $84,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $57,475 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,342 | $81,908+110.4% | $90,749+89.9% | $64,808+165.9% |
| Participation rate | 93.7% | 80.5%+13.2pp | 75.7%+18.0pp | 71.5%+22.2pp |
| Annual return | -16.66% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,611 | $3,065+50.4% | $2,921+57.9% | $2,506+84.0% |
| Participant deferral / active EE | $10,070 | $4,840+108.1% | $4,564+120.6% | $4,310+133.6% |
| Admin fee / account holder | $203 | $157+29.0% | $8,445-97.6% | $188+8.0% |