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 15 · EIN 84-0467907 | Recordkeeping | $44,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,327 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,024 | $84,784+41.6% | $98,439+21.9% | $74,419+61.3% |
| Participation rate | 94.7% | 81.5%+13.2pp | 75.2%+19.5pp | 70.7%+24.0pp |
| Annual return | 15.07% | 20.59%-5.5pp | 21.16%-6.1pp | 34.38%-19.3pp |
| Employer contribution / active EE | $4,905 | $3,364+45.8% | $3,048+60.9% | $2,637+86.0% |
| Participant deferral / active EE | $10,205 | $5,218+95.6% | $4,738+115.4% | $4,528+125.4% |
| Admin fee / account holder | $76 | $204-62.7% | $8,948-99.1% | $348-78.1% |