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 | $14,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,919 | $100,923+11.9% | $150,045-24.7% | $74,304+52.0% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.3%+5.9pp | 60.3%+27.9pp |
| Annual return | 17.34% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,239 | $3,463+22.4% | $4,693-9.7% | $2,241+89.1% |
| Participant deferral / active EE | $7,849 | $6,709+17.0% | $7,997-1.8% | $3,767+108.4% |
| Admin fee / account holder | $127 | $2,767-95.4% | $13,435-99.1% | $2,969-95.7% |