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 6-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 | $26,861 |
MMA SECURITIES LLC5+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,239 | $76,050-49.7% | $96,544-60.4% | $71,457-46.5% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 20.42% | 22.81%-2.4pp | 25.84%-5.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,461 | $2,244-34.9% | $2,965-50.7% | $2,588-43.6% |
| Participant deferral / active EE | $4,421 | $4,215+4.9% | $4,851-8.9% | $4,289+3.1% |
| Admin fee / account holder | $175 | $2,707-93.6% | $8,252-97.9% | $1,587-89.0% |