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 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $78,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $61,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,330 | $84,784+117.4% | $98,439+87.3% | $74,419+147.7% |
| Participation rate | 95.5% | 81.5%+14.0pp | 75.2%+20.3pp | 70.7%+24.8pp |
| Annual return | 23.40% | 20.59%+2.8pp | 21.16%+2.2pp | 34.38%-11.0pp |
| Employer contribution / active EE | $4,979 | $3,364+48.0% | $3,048+63.4% | $2,637+88.8% |
| Participant deferral / active EE | $10,645 | $5,218+104.0% | $4,738+124.7% | $4,528+135.1% |
| Admin fee / account holder | $195 | $204-4.5% | $8,948-97.8% | $348-43.9% |