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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,744 |
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 | $35,786 | $84,487-57.6% | $125,339-71.4% | $66,914-46.5% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.9pp | 69.8%+22.4pp |
| Annual return | -17.19% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $6,208 | $3,553+74.7% | $4,814+29.0% | $2,544+144.0% |
| Participant deferral / active EE | $13,190 | $6,781+94.5% | $7,446+77.1% | $4,237+211.3% |
| Admin fee / account holder | $73 | $685-89.3% | $10,010-99.3% | $593-87.7% |