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 | $500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $386 |
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 | $42,409 | $84,487-49.8% | $125,339-66.2% | $66,914-36.6% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -13.16% | -8.39%-4.8pp | 572.05%-585.2pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,042 | $3,553+13.8% | $4,814-16.0% | $2,544+58.9% |
| Participant deferral / active EE | $17,502 | $6,781+158.1% | $7,446+135.0% | $4,237+313.1% |
| Admin fee / account holder | $7 | $685-99.0% | $10,010-99.9% | $593-98.9% |