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 7-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 | $28,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,862 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,555 | $100,923+7.6% | $150,045-27.7% | $74,304+46.1% |
| Participation rate | 99.0% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 27.91% | 51.77%-23.9pp | 62.55%-34.6pp | 29.43%-1.5pp |
| Employer contribution / active EE | $9,797 | $3,463+182.9% | $4,693+108.7% | $2,241+337.1% |
| Participant deferral / active EE | $24,466 | $6,709+264.7% | $7,997+205.9% | $3,767+549.4% |
| Admin fee / account holder | $99 | $2,767-96.4% | $13,435-99.3% | $2,969-96.7% |