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 | $1,461 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,419 | $91,407-20.8% | $135,903-46.7% | $71,457+1.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 40.12% | 29.90%+10.2pp | 68.23%-28.1pp | 28.85%+11.3pp |
| Employer contribution / active EE | $6,561 | $3,703+77.2% | $4,856+35.1% | $2,588+153.6% |
| Participant deferral / active EE | $19,646 | $7,092+177.0% | $7,758+153.2% | $4,289+358.1% |
| Admin fee / account holder | $15 | $1,266-98.8% | $10,762-99.9% | $1,587-99.0% |