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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,351 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,197 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,486 | $69,823-26.3% | $77,163-33.3% | $74,419-30.8% |
| Participation rate | 85.1% | 70.0%+15.1pp | 69.6%+15.6pp | 70.7%+14.4pp |
| Annual return | 22.78% | 19.98%+2.8pp | 37.87%-15.1pp | 34.38%-11.6pp |
| Employer contribution / active EE | $2,200 | $2,150+2.3% | $2,535-13.2% | $2,637-16.6% |
| Participant deferral / active EE | $7,608 | $3,558+113.9% | $3,833+98.5% | $4,528+68.0% |
| Admin fee / account holder | $208 | $398-47.7% | $5,472-96.2% | $348-40.2% |