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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,614 | $54,193+24.8% | $93,606-27.8% | $77,643-12.9% |
| Participation rate | 98.1% | 63.9%+34.2pp | 68.7%+29.4pp | 70.6%+27.6pp |
| Annual return | 13.52% | 30.54%-17.0pp | 133.20%-119.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,064 | $1,168+76.7% | $2,420-14.7% | $2,726-24.3% |
| Participant deferral / active EE | $6,158 | $3,144+95.9% | $4,411+39.6% | $4,647+32.5% |
| Admin fee / account holder | $185 | $576-67.8% | $8,285-97.8% | $430-56.9% |