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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,967 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,262 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,648 | $100,923+26.5% | $150,045-14.9% | $74,304+71.8% |
| Participation rate | 73.7% | 70.1%+3.6pp | 82.3%-8.6pp | 60.3%+13.4pp |
| Annual return | 31.42% | 51.77%-20.4pp | 62.55%-31.1pp | 29.43%+2.0pp |
| Employer contribution / active EE | $6,442 | $3,463+86.0% | $4,693+37.3% | $2,241+187.4% |
| Participant deferral / active EE | $17,688 | $6,709+163.6% | $7,997+121.2% | $3,767+369.5% |
| Admin fee / account holder | $61 | $2,767-97.8% | $13,435-99.5% | $2,969-97.9% |