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 10-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 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $2,818 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,168 | $89,248+89.5% | $136,007+24.4% | $74,495+127.1% |
| Participation rate | 35.0% | 69.4%-34.4pp | 76.5%-41.4pp | 67.2%-32.2pp |
| Annual return | 13.71% | 22.76%-9.1pp | 579.32%-565.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,991 | $2,838-29.8% | $4,217-52.8% | $2,623-24.1% |
| Participant deferral / active EE | $2,846 | $4,598-38.1% | $7,025-59.5% | $4,346-34.5% |
| Admin fee / account holder | $44 | $1,545-97.1% | $6,858-99.4% | $1,942-97.7% |