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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,505 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $488 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,752 | $56,317-6.3% | $71,209-25.9% | $74,304-29.0% |
| Participation rate | 76.3% | 55.1%+21.1pp | 73.8%+2.5pp | 60.3%+15.9pp |
| Annual return | 11.58% | 42.83%-31.2pp | 282.51%-270.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,028 | $2,160-52.4% | $2,721-62.2% | $2,241-54.1% |
| Participant deferral / active EE | $1,831 | $2,788-34.3% | $4,175-56.1% | $3,767-51.4% |
| Admin fee / account holder | $265 | $2,290-88.4% | $5,349-95.1% | $2,969-91.1% |