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 | $32,320 |
MMA SECURITIES LLC6+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $24,430 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,760 | $79,171-40.9% | $102,423-54.3% | $74,495-37.2% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 21.27% | 54.93%-33.7pp | 29.32%-8.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $1,246 | $2,362-47.2% | $3,023-58.8% | $2,623-52.5% |
| Participant deferral / active EE | $3,938 | $4,415-10.8% | $5,053-22.1% | $4,346-9.4% |
| Admin fee / account holder | $210 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |