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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,853 |
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $25,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,264 | $101,317-55.3% | $146,958-69.2% | $74,495-39.2% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.3pp | 67.2%+15.3pp |
| Annual return | 13.50% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,038 | $3,810-20.3% | $4,933-38.4% | $2,623+15.8% |
| Participant deferral / active EE | $5,534 | $7,303-24.2% | $8,070-31.4% | $4,346+27.3% |
| Admin fee / account holder | $277 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |