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 | $4,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,254 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $90,581 | $101,317-10.6% | $146,958-38.4% | $74,495+21.6% |
| Participation rate | 87.3% | 75.5%+11.7pp | 82.2%+5.1pp | 67.2%+20.1pp |
| Annual return | 32.77% | 8730.91%-8698.1pp | 418.34%-385.6pp | 1364.94%-1332.2pp |
| Employer contribution / active EE | $7,144 | $3,810+87.5% | $4,933+44.8% | $2,623+172.4% |
| Participant deferral / active EE | $20,706 | $7,303+183.5% | $8,070+156.6% | $4,346+376.5% |
| Admin fee / account holder | $43 | $1,739-97.5% | $12,998-99.7% | $1,942-97.8% |