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 | $4,976 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,421 | $100,923+43.1% | $150,045-3.7% | $74,304+94.4% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.8pp | 60.3%+37.7pp |
| Annual return | 20.58% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $8,729 | $3,463+152.0% | $4,693+86.0% | $2,241+289.5% |
| Participant deferral / active EE | $22,238 | $6,709+231.4% | $7,997+178.1% | $3,767+490.3% |
| Admin fee / account holder | $46 | $2,767-98.3% | $13,435-99.7% | $2,969-98.4% |