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 | $40,499 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,767 |
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 | $120,260 | $92,055+30.6% | $106,213+13.2% | $77,643+54.9% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 13.25% | 17.91%-4.7pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,567 | $3,367+5.9% | $3,171+12.5% | $2,726+30.9% |
| Participant deferral / active EE | $8,760 | $5,386+62.7% | $5,016+74.7% | $4,647+88.5% |
| Admin fee / account holder | $71 | $219-67.4% | $11,033-99.4% | $430-83.4% |