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 5-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,764 | $95,803+21.9% | $113,168+3.2% | $84,808+37.7% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 13.54% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,382 | $2,360+0.9% | $2,975-20.0% | $2,631-9.5% |
| Participant deferral / active EE | $8,181 | $4,242+92.9% | $5,107+60.2% | $4,212+94.3% |
| Admin fee / account holder | $296 | $8,989-96.7% | $12,068-97.5% | $7,344-96.0% |